SCYB · Schwab High Yield Bond ETF ETF

Alerts for SCYB

$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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $6,041,112

Total Shares: 230,753

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

96.4%

+58.4 pts

Top 5

100.0%

+27.2 pts

Top 10

100.0%

+11.1 pts

HHI

9,307

Highly concentrated+7,452

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

0

Decreased

2

Sold Out

30

Unchanged

0

Holder count: -30

Institutional value: -93.8%

Shares held: -93.9%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Large Corient Private Wealth LLC	−31,168	8,298
Small Principia Wealth Advisory, LLC	−1,654	222,455

Top New Positions

vs Mar 31, 2026

No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Large Tidal Investments LLC	1,433,618	$37,274,068
Small L2 Asset Management, LLC	468,509	$12,181,234
Large JONES FINANCIAL COMPANIES LLLP	418,707	$10,886,382
Mid Summit Financial, LLC	201,448	$5,237,648
Mid OLD MISSION CAPITAL LLC	155,548	$4,044,248

Filter: New 0 Increased 0 Reduced 2 Sold out 30 Unchanged 0

Showing 2 of 2

All Common Calls Puts

Compact Export CSV

Principia Wealth Advisory, LLC SCYB

$5,823,871

96.40%

222,455

Corient Private Wealth LLC SCYB

$217,241

3.60%

8,298

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	418,707	$10,886,382	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Astoria Portfolio Advisors, LLC	70,823	$1,841,398	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANAGED ACCOUNT ADVISORS LLC	70,710	$1,838,460	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	69,071	$1,795,846	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	59,059	$1,535,534	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	27,647	$718,822	95.6%	Defined
Osaic Advisory Services, LLC	1,273	$33,098	4.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	3	$78	0.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,479	$64,454	99.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	1,157	$30,082	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	850	$22,100	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	500	$13,000	84.2%	Defined
CITY NATIONAL ROCHDALE, LLC	94	$2,444	15.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	398	$10,348	100.0%	Sole