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Schwab High Yield Bond ETF

75 hedge funds and large institutions have $87M invested in Schwab High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

9% more funds holding

Funds holding: 6975 (+6)

35.01% less ownership

Funds ownership: 42.53%7.51% (-35%)

80% less capital invested

Capital invested by funds: $426M → $87M (-$339M)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
21
Reduced
15
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$43.5M +$16.9M +652,496 +66%
CST
2
Charles Schwab Trust
Nevada
$10.2M +$6.53M +251,574 +190%
SFP
3
Strategic Financial Planning
Texas
$5.71M +$5.58M +215,009 New
LAM
4
L2 Asset Management
Massachusetts
$4.99M +$257K +9,892 +6%
EF
5
Empowered Funds
Pennsylvania
$4.19M +$4.12M +158,753 New
Bank of America
6
Bank of America
North Carolina
$1.38M +$1.09M +41,992 +419%
MAM
7
MMA Asset Management
Pennsylvania
$1.26M +$1.23M +47,539 New
JSL
8
JT Stratford LLC
Georgia
$1.16M +$43.6K +1,681 +4%
WIA
9
World Investment Advisors
California
$1.04M +$306K +11,792 +43%
IGAM
10
iA Global Asset Management
Quebec, Canada
$966K -$7.06M -272,000 -88%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$821K -$3.79M -146,071 -83%
BWL
12
Bogart Wealth LLC
Virginia
$743K -$7.66K -295 -1%
FFN
13
Focus Financial Network
Minnesota
$729K -$1.09M -42,137 -61%
CPP
14
Capasso Planning Partners
South Carolina
$692K -$319K -12,308 -32%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$681K +$666K +25,677 New
PWA
16
Principia Wealth Advisory
Texas
$678K +$663K +25,532 New
O3W
17
Omni 360 Wealth
New Jersey
$668K +$654K +25,187 New
EA
18
Evergreen Advisors
Tennessee
$584K +$571K +22,000 New
AFP
19
Ausdal Financial Partners
Iowa
$498K -$38.3K -1,475 -7%
JPLA
20
Joseph P. Lucia & Associates
New York
$491K +$480K +18,491 New
WCM
21
WealthBridge Capital Management
Ohio
$459K +$94.9K +3,658 +27%
TCM
22
TT Capital Management
California
$430K -$26K -1,000 -6%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$422K +$149K +5,736 +57%
Citadel Advisors
24
Citadel Advisors
Florida
$390K +$381K +14,695 New
HI
25
Harbour Investments
Wisconsin
$351K +$330K +12,719 +2,441%

SCYB Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab High Yield Bond ETF (SCYB) for Q2 2025, worth a combined $87M — down 80% from $426M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SCYB positions and 20 closed out — a net gain of 6 holders — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Tidal Investments, adding an estimated $16.9M. The largest seller was Charles Schwab, exiting entirely with an estimated $359M sold.

  • 75 institutional investors held Schwab High Yield Bond ETF (SCYB) as of Q2 2025, up from 69 in Q1 2025.
  • Funds reported $87M of Schwab High Yield Bond ETF stock for Q2 2025, down 80% quarter-over-quarter.
  • 26 funds opened new Schwab High Yield Bond ETF positions in Q2 2025 and 20 closed out, a net change of +6 holders.
  • The largest Schwab High Yield Bond ETF buyer in Q2 2025 was Tidal Investments, an estimated $16.9M added.
  • The largest Schwab High Yield Bond ETF seller in Q2 2025 was Charles Schwab, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2025.