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Schwab High Yield Bond ETF
SCYB

69 hedge funds and large institutions have $426M invested in Schwab High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

33% more funds holding

Funds holding: 52 → 69 (+17)

20% more capital invested

Capital invested by funds: $355M → $426M (+$71.2M)

5.45% less ownership

Funds ownership: 47.97% → 42.53% (-5.4%)

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
23
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$31.1M
2
TI
Tidal Investments
Wisconsin
+$26.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.93M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.66M
5
IGAM
iA Global Asset Management
Quebec, Canada
+$3.01M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.38M
2
WPC
Wedmont Private Capital
Pennsylvania
-$1.08M
3
FTUS
Flow Traders U.S.
New York
-$624K
4
Goldman Sachs
Goldman Sachs
New York
-$516K
5
SWA
Sightline Wealth Advisors
Connecticut
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Coldstream Capital Management
Washington
$6.95K +$7K +266 New
DJSG
52
D.J. St. Germain
Massachusetts
$5.51K +$5.55K +211 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$4.1K +$3.81K +145 +1,208%
HR
54
Howe & Rusling
New York
$3.71K +$3.74K +142 New
CA
55
Clearstead Advisors
Ohio
$2.72K – – –
Wells Fargo
56
Wells Fargo
California
$2.51K +$2.53K +96 New
SS
57
Sunbelt Securities
Texas
$2.14K +$2.16K +82 New
RP
58
Rice Partnership
Hawaii
$1.98K – – –
VWA
59
Valued Wealth Advisors
Utah
$1.91K +$1.92K +73 New
AF
60
Allworth Financial
California
$1.35K +$1.37K +52 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$836 +$842 +32 New
Morgan Stanley
62
Morgan Stanley
New York
$501 -$5.71K -217 -92%
S
63
SignatureFD
Georgia
$447 -$7.13K -271 -94%
SIS
64
Sound Income Strategies
Florida
$418 – – –
FMP
65
Financial Management Professionals
Texas
$366 – – –
HNB
66
Huntington National Bank
Ohio
$313 – – –
FFA
67
Farther Finance Advisors
California
$156 – – –
AAG
68
Armstrong Advisory Group
Massachusetts
$53 – – –
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$26 – – –
WPC
70
Wedmont Private Capital
Pennsylvania
– -$1.08M -41,412 Closed
FTUS
71
Flow Traders U.S.
New York
– -$624K -23,838 Closed
Goldman Sachs
72
Goldman Sachs
New York
– -$516K -19,738 Closed
SWA
73
Sightline Wealth Advisors
Connecticut
– -$219K -8,352 Closed
KBFS
74
Kohmann Bosshard Financial Services
Ohio
– -$26.3K -1,005 Closed
WAG
75
Windsor Advisory Group
Ohio
– -$14.8K -566 Closed
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3
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SCYB Hedge Fund Activity: Q1 2025 in Review

69 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab High Yield Bond ETF (SCYB) for Q1 2025, worth a combined $426M — up 20% from $355M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCYB positions and 7 closed out — a net gain of 18 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Charles Schwab, adding an estimated $31.1M. The largest seller was Jane Street, cutting an estimated $1.38M.

  • 69 institutional investors held Schwab High Yield Bond ETF (SCYB) as of Q1 2025, up from 52 in Q4 2024.
  • Funds reported $426M of Schwab High Yield Bond ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 25 funds opened new Schwab High Yield Bond ETF positions in Q1 2025 and 7 closed out, a net change of +18 holders.
  • The largest Schwab High Yield Bond ETF buyer in Q1 2025 was Charles Schwab, an estimated $31.1M added.
  • The largest Schwab High Yield Bond ETF seller in Q1 2025 was Jane Street, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2025.