We are live on ! Find out more
SCYB icon

Schwab High Yield Bond ETF
SCYB

117 hedge funds and large institutions have $155M invested in Schwab High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 10

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

34% more funds holding

Funds holding: 87 → 117 (+30)

31% more capital invested

Capital invested by funds: $119M → $155M (+$36.4M)

0.5% more ownership

Funds ownership: 7.23% → 7.73% (+0.5%)

Holders
117
Holders Change
+30
Holders Change %
+34.48%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
41
Increased
42
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CE
Cornerstone Enterprises
Wisconsin
+$15.4M
2
GS
GTS Securities
New York
+$3.85M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.81M
4
SF
Summit Financial
New Jersey
+$3.46M
5
EFG
Elm3 Financial Group
Georgia
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$12.4M
2
EF
Empowered Funds
Pennsylvania
-$5.77M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$772K
4
Citadel Advisors
Citadel Advisors
Florida
-$605K
5
BSI
Bennett Selby Investments
Maine
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
26
Texas Capital Bank Wealth Management Services
Texas
$991K +$993K +37,504 New
Corient Private Wealth
27
Corient Private Wealth
Florida
$841K +$842K +31,826 New
SWM
28
SeaCrest Wealth Management
New York
$813K +$811K +30,635 New
AWM
29
Avior Wealth Management
Nebraska
$805K +$806K +30,467 New
Jane Street
30
Jane Street
New York
$777K +$778K +29,403 New
BWL
31
Bogart Wealth LLC
Virginia
$766K +$14.1K +532 +2%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$714K -$179K -6,752 -20%
AAS
33
Asset Allocation Strategies
Michigan
$710K +$32.3K +1,222 +5%
O3W
34
Omni 360 Wealth
New Jersey
$706K +$13.3K +503 +2%
JPLA
35
Joseph P. Lucia & Associates
New York
$653K +$150K +5,680 +30%
CIC
36
Carnegie Investment Counsel
Ohio
$646K +$647K +24,449 New
EA
37
Evergreen Advisors
Tennessee
$634K +$635K +24,010 New
WAG
38
Windsor Advisory Group
Ohio
$575K +$576K +21,763 New
FFM
39
Forum Financial Management
Illinois
$521K +$18.5K +700 +4%
EWA
40
EP Wealth Advisors
California
$518K +$519K +19,610 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$500K +$144K +5,446 +40%
WCM
42
WealthBridge Capital Management
Ohio
$492K +$24.1K +910 +5%
CWA
43
Clearview Wealth Advisors
Oregon
$475K +$236K +8,917 +98%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$467K +$467K +17,658 New
MWM
45
Meridian Wealth Management
Kentucky
$442K +$217K +8,182 +96%
HighTower Advisors
46
HighTower Advisors
Illinois
$441K +$441K +16,674 New
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$435K +$120K +4,517 +38%
SWA
48
Sightline Wealth Advisors
Connecticut
$414K -$37.4K -1,412 -8%
TCM
49
TT Capital Management
California
$412K – – –
IIA
50
Integral Investment Advisors
California
$381K +$59.9K +2,265 +19%
1
2
3 4 5

SCYB Hedge Fund Activity: Q4 2025 in Review

117 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Schwab High Yield Bond ETF (SCYB) for Q4 2025, worth a combined $155M — up 31% from $119M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCYB positions and 10 closed out — a net gain of 31 holders — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Cornerstone Enterprises, opening a new position worth an estimated $15.4M. The largest seller was Tidal Investments, cutting an estimated $12.4M.

  • 117 institutional investors held Schwab High Yield Bond ETF (SCYB) as of Q4 2025, up from 87 in Q3 2025.
  • Funds reported $155M of Schwab High Yield Bond ETF stock for Q4 2025, up 31% quarter-over-quarter.
  • 41 funds opened new Schwab High Yield Bond ETF positions in Q4 2025 and 10 closed out, a net change of +31 holders.
  • The largest Schwab High Yield Bond ETF buyer in Q4 2025 was Cornerstone Enterprises, an estimated $15.4M added.
  • The largest Schwab High Yield Bond ETF seller in Q4 2025 was Tidal Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2025.