SCYB · Schwab High Yield Bond ETF ETF
$25.88
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $6,041,112
Total Shares: 230,753
Institutional Ownership Trend
3 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
96.4%
−3.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,307
Highly concentrated−693
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
+3.7%
Shares held:
+3.0%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | −1,654 | 222,455 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 8,298 | $217,241 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Principia Wealth Advisory, LLC SCYB | $5,823,871 | 96.40% | 222,455 | Shares | 2026-08-26 | |
| Large Corient Private Wealth LLC SCYB | $217,241 | 3.60% | 8,298 | Shares | 2026-08-27 |