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SCYB Institutional Ownership

Schwab High Yield Bond ETF
1W: -0.8% 1M: -3.1% 3M: -4.1% YTD: -4.1% 1Y: -4.2% 3Y: +19.3%
$25.07
+0.01 (+0.04%)
 
Weekly Expected Move ±0.5%
$25 $25 $25 $25 $25
ETF AMEX · AUM $2.7B

Institutional Ownership — SCYB

169
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
215M
Total Invested
28
New Positions
68
Increased
48
Reduced
18
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (184 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Tidal Investments LLC 1,345,265 $34M -88,353 -6.2% 6Q SEC ↗
2 CORNERSTONE ENTERPRISES, LLC 638,592 $16M +12,727 +2.0% 3Q SEC ↗
3 JONES FINANCIAL COMPANIES LLLP 592,892 $15M +174,185 +41.6% 5Q SEC ↗
4 Charles Schwab Trust Co 509,261 $13M +3,814 +0.8% 8Q SEC ↗
5 DAHRING | CUSMANO LLC 383,073 $10M +36,695 +10.6% 4Q SEC ↗
6 RATIONAL ADVISORS, INC. 302,994 $8M +1,901 +0.6% 2Q SEC ↗
7 L2 Asset Management, LLC 240,495 $6M -228,014 -48.7% 7Q SEC ↗
8 Strategic Financial Planning, Inc. NEW 234,403 $6M — +0.0% 1Q SEC ↗
9 CFG Wealth Management Services, Inc. 228,118 $6M — +0.0% 3Q SEC ↗
10 Principia Wealth Advisory, LLC 222,455 $6M -1,654 -0.7% 5Q SEC ↗
11 Summit Financial, LLC 221,825 $6M +20,377 +10.1% 3Q SEC ↗
12 HARBOUR INVESTMENTS, INC. 174,002 $4M +29,681 +20.6% 7Q SEC ↗
13 MMA ASSET MANAGEMENT LLC 158,200 $4M +9,523 +6.4% 5Q SEC ↗
14 MFG WEALTH MANAGEMENT, INC. 150,197 $4M +10,739 +7.7% 4Q SEC ↗
15 Cetera Investment Advisers 139,854 $4M +108,300 +343.2% 11Q SEC ↗
16 FF Advisors,LLC 128,326 $3M +24,531 +23.6% 3Q SEC ↗
17 BANK OF AMERICA CORP /DE 112,647 $3M +41,937 +59.3% 10Q SEC ↗
18 Prospera Financial Services Inc 103,105 $3M -342 -0.3% 2Q SEC ↗
19 Elm3 Financial Group, LLC 93,577 $2M -511 -0.5% 3Q SEC ↗
20 JT Stratford LLC 90,829 $2M -1,350 -1.5% 8Q SEC ↗
21 Larson Financial Group LLC 89,887 $2M +89,590 +30165.0% 8Q SEC ↗
22 IFC & Insurance Marketing, Inc. 87,241 $2M +10,714 +14.0% 2Q SEC ↗
23 Empowered Funds, LLC 86,618 $2M +15,795 +22.3% 5Q SEC ↗
24 Solutions 4 Wealth, Ltd 80,816 $2M +44,710 +123.8% 3Q SEC ↗
25 Perigon Wealth Management, LLC 79,682 $2M +22,970 +40.5% 2Q SEC ↗
26 Focus Partners Advisor Solutions, LLC 69,528 $2M +3,426 +5.2% 5Q SEC ↗
27 World Investment Advisors 66,524 $2M — +0.0% 6Q SEC ↗
28 Prairiewood Capital, LLC 66,521 $2M +7,649 +13.0% 2Q SEC ↗
29 Baird Financial Group, Inc. 60,974 $2M +1,915 +3.2% 3Q SEC ↗
30 Gotham Asset Management, LLC NEW 58,150 $1M — +0.0% 1Q SEC ↗
31 Brookstone Capital Management 57,253 $1M +15,131 +35.9% 6Q SEC ↗
32 BlueSky Wealth Advisors, LLC 53,264 $1M +11,418 +27.3% 2Q SEC ↗
33 PFG Advisors 52,260 $1M -6,447 -11.0% 2Q SEC ↗
34 Farther Finance Advisors, LLC 38,889 $975K +3,978 +11.4% 7Q SEC ↗
35 Joseph P. Lucia & Associates, LLC 37,512 $940K +5,522 +17.3% 5Q SEC ↗
36 Hidden Cove Wealth Management, LLC 36,329 $911K +2,676 +8.0% 2Q SEC ↗
37 Texas Capital Bank Wealth Management S 34,488 $865K +4,000 +13.1% 3Q SEC ↗
38 Grantvest Financial Group LLC 33,022 $828K +3,255 +10.9% 2Q SEC ↗
39 Carnegie Investment Counsel 32,861 $824K +4,898 +17.5% 3Q SEC ↗
40 Sterling Wealth Management, Inc. 31,485 $789K — +0.0% 2Q SEC ↗
41 Betterment LLC 30,074 $754K +3,306 +12.4% 2Q SEC ↗
42 Bogart Wealth, LLC 29,903 $750K -552 -1.8% 6Q SEC ↗
43 CIBC Bancorp USA Inc. 29,793 $747K +3,884 +15.0% 2Q SEC ↗
44 Asset Allocation Strategies LLC 29,242 $733K +197 +0.7% 4Q SEC ↗
45 OMNI 360 Wealth, Inc. 29,040 $728K +1,633 +6.0% 5Q SEC ↗
46 WEALTHGARDEN F.S. LLC 28,745 $721K +12,918 +81.6% 2Q SEC ↗
47 CITIZENS FINANCIAL GROUP INC/RI NEW 28,254 $708K — +0.0% 1Q SEC ↗
48 Mariner, LLC 27,308 $685K +18,553 +211.9% 3Q SEC ↗
49 Accurate Wealth Management, LLC NEW 27,051 $678K — +0.0% 1Q SEC ↗
50 OSAIC HOLDINGS, INC. 26,415 $662K -2,505 -8.7% 9Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
JONES FINANCIAL COMPANIES LLLP +174,185 +41.6% 592,892
Cetera Investment Advisers +108,300 +343.2% 139,854
Larson Financial Group LLC +89,590 +30165.0% 89,887
Solutions 4 Wealth, Ltd +44,710 +123.8% 80,816
BANK OF AMERICA CORP /DE +41,937 +59.3% 112,647
DAHRING | CUSMANO LLC +36,695 +10.6% 383,073
HARBOUR INVESTMENTS, INC. +29,681 +20.6% 174,002
FF Advisors,LLC +24,531 +23.6% 128,326
Perigon Wealth Management, LLC +22,970 +40.5% 79,682
Summit Financial, LLC +20,377 +10.1% 221,825
Kohmann Bosshard Financial Services +18,643 +520.3% 22,226
Mariner, LLC +18,553 +211.9% 27,308
Empowered Funds, LLC +15,795 +22.3% 86,618
Brookstone Capital Management +15,131 +35.9% 57,253
WEALTHGARDEN F.S. LLC +12,918 +81.6% 28,745
CORNERSTONE ENTERPRISES, LLC +12,727 +2.0% 638,592
Balboa Wealth Partners +12,265 +150.2% 20,431
BlueSky Wealth Advisors, LLC +11,418 +27.3% 53,264
MFG WEALTH MANAGEMENT, INC. +10,739 +7.7% 150,197
IFC & Insurance Marketing, Inc. +10,714 +14.0% 87,241
Biggest Decreases (20)
HolderReducedChange %Total Shares
L2 Asset Management, LLC -228,014 -48.7% 240,495
Avior Wealth Management, LLC -115,294 -90.7% 11,816
Tidal Investments LLC -88,353 -6.2% 1,345,265
Corient Private Wealth LP -31,168 -79.0% 8,298
HighTower Advisors, LLC -7,173 -37.2% 12,101
PFG Advisors -6,447 -11.0% 52,260
MERCER GLOBAL ADVISORS INC /ADV -3,616 -20.2% 14,297
Breakwater Investment Management -3,356 -95.8% 147
COMMONWEALTH EQUITY SERVICES, LLC -3,292 -17.9% 15,069
OSAIC HOLDINGS, INC. -2,505 -8.7% 26,415
Principia Wealth Advisory, LLC -1,654 -0.7% 222,455
Wealth Management Associates, Inc. -1,400 -10.0% 12,600
JT Stratford LLC -1,350 -1.5% 90,829
Cambridge Investment Research Advis -1,226 -6.4% 17,983
Meridian Wealth Management, LLC -1,193 -4.8% 23,493
MORGAN STANLEY -1,003 -40.4% 1,479
JPMORGAN CHASE & CO -964 -11.0% 7,831
CoreCap Advisors, LLC -871 -45.6% 1,039
AE Wealth Management LLC -779 -78.4% 215
FMR LLC -593 -51.3% 564

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms