Schwab High Yield Bond ETFSCYBETF
13F holders, Q1 2025 (March 31)69holders +17
25new positions
7sold out
$26.11avg. 13F price*
At the end of Q1 2025, 69 institutions reported holding Schwab High Yield Bond ETF (SCYB) in their 13F filings, up 17 from Q4 2024. 25 opened new positions and 7 sold out. The largest holders were Charles Schwab Investment Management Inc. ($359.3M), Tidal Investments LLC ($26.0M) and iA Global Asset Management Inc. ($8.1M).
- Company
- Schwab High Yield Bond ETF
- CUSIP
- 808524631
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $31.0M |
| Exits | 7 | $2.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,906,310 shares bought and 163,208 shares sold, net +2,743,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Charles Schwab Investment Management Inc. | 0.07% | Add +9.4% | 13,761,725 | $359.3M |
| Tidal Investments LLC | 0.22% | New | 994,589 | $26.0M |
| iA Global Asset Management Inc. | 0.14% | Add +59.0% | 308,400 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2569.5% | 234,115 | $6.1M |
| L2 Asset Management, LLC | 0.96% | Add +1.3% | 178,219 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +365.1% | 177,019 | $4.6M |
| Charles Schwab Trust Co | 0.29% | Add +5.8% | 132,581 | $3.5M |
| Focus Financial Network, Inc. | 0.07% | Reduce -3.9% | 69,593 | $1.8M |
| HighTower Advisors, LLC | 0.00% | New | 61,609 | $1.6M |
| JT Stratford LLC | 0.19% | Add +37.5% | 41,859 | $1.1M |
| Capasso Planning Partners LLC | 0.42% | Reduce -13.6% | 38,380 | $1.0M |
| L.M. Kohn & Company | 0.24% | Add +193.4% | 34,891 | $911K |
| Bogart Wealth, LLC | 0.03% | New | 28,301 | $739K |
| World Investment Advisors | 0.02% | New | 27,300 | $713K |
| Keystone Wealth Services, LLC | 0.14% | No change | 20,355 | $531K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +3.4% | 20,237 | $528K |
| TT Capital Management LLC | 0.38% | Reduce -2.3% | 17,200 | $449K |
| Legacy Capital Group California, Inc. | 0.15% | New | 16,660 | $435K |
| WealthBridge Capital Management, LLC | 0.10% | Add +33.9% | 13,636 | $356K |
| WJ Interests, LLC | 0.14% | New | 11,215 | $293K |
| Mb, Levis & Associates, LLC | 0.13% | Add +1.2% | 10,324 | $270K |
| Mercer Global Advisors Inc. | 0.00% | Add +23.4% | 10,152 | $265K |
| Geneos Wealth Management Inc. | 0.01% | New | 10,035 | $262K |
| Bank of America Corp. | 0.00% | Add +74.2% | 10,015 | $261K |
| Forum Financial Management, LP | 0.00% | New | 9,611 | $251K |
| Brookstone Capital Management | 0.00% | New | 9,584 | $250K |
| Jane Street Group, LLC | 0.00% | Reduce -85.0% | 9,300 | $243K |
| Integral Investment Advisors, Inc. | 0.07% | New | 8,700 | $227K |
| Columbus Macro, LLC | 0.03% | Reduce -1.5% | 8,329 | $217K |
| Salem Investment Counselors Inc. | 0.01% | No change | 6,868 | $179K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.9% | 6,587 | $172K |
| IFP Advisors, Inc | 0.00% | Reduce -9.3% | 4,972 | $130K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -25.9% | 4,165 | $108K |
| Breakwater Investment Management | 0.04% | Add +3.2% | 3,503 | $91K |
| Creative Financial Designs Inc. | 0.01% | Add +64.9% | 3,090 | $81K |
| Blue Trust, Inc. | 0.00% | New | 3,075 | $80K |
| Cwm, LLC | 0.00% | Add +2.2% | 2,209 | $58K |
| UBS Group AG | 0.00% | New | 1,925 | $50K |
| Larson Financial Group LLC | 0.00% | Add +13825.0% | 1,114 | $29K |
| AE Wealth Management LLC | 0.00% | Reduce -40.4% | 1,017 | $27K |
| Hager Investment Management Services, LLC | 0.02% | New | 1,012 | $26K |
| FMR LLC | 0.00% | Add +67.5% | 938 | $24K |
| First Horizon Advisors, Inc. | 0.00% | New | 890 | $23K |
| Golden State Wealth Management, LLC | 0.00% | New | 770 | $20K |
| Harbour Investments, Inc. | 0.00% | Add +16.8% | 521 | $14K |
| CoreCap Advisors, LLC | 0.00% | Reduce -72.7% | 445 | $12K |
| Peachtree Investment Partners, LLC | 0.00% | New | 324 | $8K |
| NorthRock Partners, LLC | 0.00% | Add +1.3% | 324 | $8K |
| Transce3nd, LLC | 0.00% | Add +95.3% | 293 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +559.5% | 277 | $7K |
| Coldstream Capital Management Inc. | 0.00% | New | 266 | $7K |
| St Germain D J Co. Inc. | 0.00% | New | 211 | $6K |
| Bank of Montreal | 0.00% | Add +1208.3% | 157 | $4K |
| Howe & Rusling Inc. | 0.00% | New | 142 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 104 | $3K |
| Wells Fargo & Company | 0.00% | New | 96 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 82 | $2K |
| Rice Partnership, LLC | 0.00% | No change | 76 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 73 | $2K |
| Allworth Financial LP | 0.00% | New | 52 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 32 | $836 |
| Morgan Stanley | 0.00% | Reduce -92.0% | 19 | $501 |
| Signaturefd, LLC | 0.00% | Reduce -94.1% | 17 | $447 |
| Sound Income Strategies, LLC | 0.00% | No change | 16 | $418 |
| Financial Management Professionals, Inc. | 0.00% | No change | 14 | $366 |
| Farther Finance Advisors, LLC | 0.00% | No change | 6 | $156 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 2 | $53 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $26 |
| Royal Bank of Canada | 0.00% | New | 26 | $0 |
"% 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.