Schwab High Yield Bond ETFSCYBETF

13F holders, Q4 2024 (December 31)
52holders +21
21new positions
2sold out
$26.16avg. 13F price*

At the end of Q4 2024, 52 institutions reported holding Schwab High Yield Bond ETF (SCYB) in their 13F filings, up 21 from Q3 2024. 21 opened new positions and 2 sold out. The largest holders were Charles Schwab Investment Management Inc. ($329.1M), iA Global Asset Management Inc. ($5.1M) and L2 Asset Management, LLC ($4.6M).

Company
Schwab High Yield Bond ETF
CUSIP
808524631
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 15Q1 2024Q2 2024: 19Q2 2024Q3 2024: 31Q3 2024Q4 2024: 52Q4 2024Q1 2025: 69Q1 2025Q2 2025: 75Q2 2025Q3 2025: 87Q3 2025Q4 2025: 117Q4 2025Q1 2026: 141Q1 2026Q2 2026: 152Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions21$15.7M
Exits2$428

All 13F filers, Q3 2024 → Q4 2024: 9,389,510 shares bought and 314 shares sold, net +9,389,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

Charles Schwab Investment Management Inc. 0.06% Add +215.9% 12,578,533 $329.1M
iA Global Asset Management Inc. 0.09% New 194,000 $5.1M
L2 Asset Management, LLC 1.00% New 175,936 $4.6M
Charles Schwab Trust Co 0.28% Add +62.8% 125,345 $3.3M
Focus Financial Network, Inc. 0.08% New 72,438 $1.9M
Jane Street Group, LLC 0.00% Add +342.5% 61,892 $1.6M
Capasso Planning Partners LLC 0.46% Add +25.7% 44,437 $1.2M
Wedmont Private Capital 0.06% New 41,412 $1.1M
Cetera Investment Advisers 0.00% Add +252.4% 38,058 $996K
JT Stratford LLC 0.13% Add +276.5% 30,449 $797K
Flow Traders U.S. LLC 0.02% New 23,838 $624K
Keystone Wealth Services, LLC 0.14% New 20,355 $532K
Goldman Sachs Group Inc. 0.00% New 19,738 $516K
Ausdal Financial Partners, Inc. 0.04% New 19,565 $512K
TT Capital Management LLC 0.37% — 17,600 $463K
L.M. Kohn & Company 0.08% New 11,892 $311K
Mb, Levis & Associates, LLC 0.13% Add +104.7% 10,198 $267K
WealthBridge Capital Management, LLC 0.07% Add +140.3% 10,181 $266K
Envestnet Asset Management Inc. 0.00% Add +106.3% 8,770 $229K
Columbus Macro, LLC 0.03% Add +0.1% 8,459 $221K
Sightline Wealth Advisors, LLC 0.12% Add +104.6% 8,352 $219K
Osaic Holdings, Inc. 0.00% Add +283.9% 8,330 $218K
Mercer Global Advisors Inc. 0.00% New 8,226 $215K
Salem Investment Counselors Inc. 0.01% New 6,868 $180K
Bank of America Corp. 0.00% Add +169.7% 5,748 $150K
Medallion Wealth Advisors, LLC 0.07% — 5,623 $147K
IFP Advisors, Inc 0.00% Add +181.1% 5,484 $143K
Breakwater Investment Management 0.04% Add +100.0% 3,394 $89K
Cwm, LLC 0.00% Add +104.5% 2,162 $57K
Creative Financial Designs Inc. 0.00% Add +100.0% 1,874 $49K
AE Wealth Management LLC 0.00% New 1,707 $45K
CoreCap Advisors, LLC 0.00% Add +498.9% 1,629 $43K
Kohmann Bosshard Financial Services, LLC 0.00% New 1,005 $26K
Windsor Advisory Group, LLC 0.02% New 566 $15K
FMR LLC 0.00% Add +1900.0% 560 $15K
Harbour Investments, Inc. 0.00% New 446 $12K
NorthRock Partners, LLC 0.00% New 320 $8K
Signaturefd, LLC 0.00% Add +45.5% 288 $8K
Morgan Stanley 0.00% New 236 $6K
CIBC Private Wealth Group LLC 0.00% New 198 $5K
Transce3nd, LLC 0.00% — 150 $4K
Clearstead Advisors, LLC 0.00% Add +100.0% 104 $3K
Rice Partnership, LLC 0.00% New 76 $2K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -19.2% 42 $1K
Cassady Schiller Wealth Management, LLC 0.00% Add +142.9% 17 $454
Sound Income Strategies, LLC 0.00% Add +100.0% 16 $419
Financial Management Professionals, Inc. 0.00% Add +100.0% 14 $366
Bank of Montreal 0.00% New 12 $314
Larson Financial Group LLC 0.00% Reduce -97.3% 8 $209
Farther Finance Advisors, LLC 0.00% New 6 $157
Armstrong Advisory Group, Inc. 0.00% Add +100.0% 2 $53
O'shaughnessy Asset Management, LLC 0.00% No change 1 $26

"% of holder's portfolio" is SCYB's weight in each manager's 13F, not the share of Schwab High Yield Bond ETF the manager owns.