SCYB Institutional Ownership & Shareholders
SCHWAB HIGH YIELD BOND ETF (SCYB) is currently held by 156 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $222.80M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Tidal Investments Llc is currently the largest disclosed institutional shareholder of SCYB tracked by InsiderSet, reporting ownership valued at approximately $35.02M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $33.75M, representing an estimated loss of -3.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed SCYB value among the investors covered in this analysis. Major shareholders include Tidal Investments Llc, Jones Financial Companies Lllp, Cornerstone Enterprises, Llc, and several other long-term asset managers with concentrated positions in SCHWAB HIGH YIELD BOND ETF (SCYB).
This page ranks the largest institutional SCYB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
156
Total Reported Value
$222.80M
Largest Holder
Tidal Investments Llc
Largest Position
$35.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tidal Investments Llc | 0.08% | 1,345,265 | $35,017,786 | $33,752,699 | -$1,265,087 | -3.61% | |
| Jones Financial Companies Lllp | 0.01% | 592,892 | $15,504,117 | $14,875,660 | -$628,457 | -4.05% | |
| Cornerstone Enterprises, Llc | 8.41% | 570,725 | $14,405,099 | $14,319,490 | -$85,609 | -0.59% | |
| Charles Schwab Trust Co | 0.69% | 474,720 | $11,981,933 | $11,910,725 | -$71,208 | -0.59% | |
| Dahring {-} Cusmano Llc | 4.62% | 396,358 | $10,004,085 | $9,944,622 | -$59,463 | -0.59% | |
| Rational Advisors, Inc. | 0.73% | 310,986 | $7,849,287 | $7,802,639 | -$46,648 | -0.59% | |
| L2 Asset Management, Llc | 0.65% | 240,495 | $6,296,170 | $6,034,020 | -$262,150 | -4.16% | |
| Cfg Wealth Management Services, Inc. | 5.77% | 250,759 | $6,284,012 | $6,291,543 | +$7,531 | +0.12% | |
| Strategic Financial Planning, Inc. | 3.20% | 234,403 | $6,136,666 | $5,881,171 | -$255,495 | -4.16% | |
| Summit Financial, Llc | 0.06% | 221,825 | $5,807,371 | $5,565,589 | -$241,782 | -4.16% | |
| Hidden Cove Wealth Management, Llc | 2.70% | 199,556 | $5,036,793 | $5,006,860 | -$29,933 | -0.59% | |
| Columbus Macro, Llc | 0.48% | 194,535 | $4,910,075 | $4,880,883 | -$29,192 | -0.59% | |
| Harbour Investments, Inc. | 0.06% | 174,002 | $4,555,379 | $4,365,710 | -$189,669 | -4.16% | |
| Mma Asset Management Llc | 1.21% | 151,105 | $3,813,890 | $3,791,224 | -$22,666 | -0.59% | |
| Mfg Wealth Management, Inc. | 2.75% | 149,989 | $3,785,722 | $3,763,224 | -$22,498 | -0.59% | |
| Cetera Investment Advisers | 0.00% | 139,854 | $3,661,395 | $3,508,937 | -$152,458 | -4.16% | |
| Elm3 Financial Group, Llc | 2.32% | 137,835 | $3,478,953 | $3,458,280 | -$20,673 | -0.59% | |
| Ff Advisors,Llc | 1.23% | 132,801 | $3,351,889 | $3,331,977 | -$19,912 | -0.59% | |
| Bank Of America Corp | 0.00% | 112,647 | $2,949,098 | $2,826,313 | -$122,785 | -4.16% | |
| Prospera Financial Services Inc | 0.04% | 111,112 | $2,803,308 | $2,787,800 | -$15,508 | -0.55% | |
| Ifc & Insurance Marketing, Inc. | 2.19% | 101,563 | $2,565,722 | $2,548,216 | -$17,506 | -0.68% | |
| Solutions 4 Wealth, Ltd | 2.96% | 97,584 | $2,463,014 | $2,448,383 | -$14,631 | -0.59% | |
| Jt Stratford Llc | 0.26% | 90,829 | $2,377,903 | $2,278,900 | -$99,003 | -4.16% | |
| Larson Financial Group Llc | 0.06% | 89,887 | $2,353,251 | $2,255,265 | -$97,986 | -4.16% | |
| Empowered Funds, Llc | 0.01% | 86,618 | $2,254,701 | $2,173,246 | -$81,455 | -3.61% | |
| Perigon Wealth Management, Llc | 0.03% | 82,945 | $2,093,520 | $2,081,090 | -$12,430 | -0.59% | |
| Prairiewood Capital, Llc | 0.47% | 74,443 | $1,878,941 | $1,867,775 | -$11,166 | -0.59% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 69,528 | $1,820,243 | $1,744,458 | -$75,785 | -4.16% | |
| Davenport & Co Llc | 0.01% | 71,706 | $1,809,859 | $1,799,104 | -$10,755 | -0.59% | |
| World Investment Advisors | 0.03% | 66,524 | $1,729,677 | $1,669,087 | -$60,590 | -3.50% | |
| Brookstone Capital Management | 0.02% | 66,965 | $1,690,190 | $1,680,152 | -$10,038 | -0.59% | |
| Wealth Forward, Llc | 0.72% | 63,402 | $1,600,266 | $1,590,756 | -$9,510 | -0.59% | |
| Baird Financial Group, Inc. | 0.00% | 60,974 | $1,596,299 | $1,529,838 | -$66,461 | -4.16% | |
| Bluesky Wealth Advisors, Llc | 0.18% | 63,127 | $1,593,325 | $1,583,856 | -$9,469 | -0.59% | |
| Gotham Asset Management, Llc | 0.00% | 58,150 | $1,522,367 | $1,458,984 | -$63,384 | -4.16% | |
| Balboa Wealth Partners | 0.19% | 57,511 | $1,451,578 | $1,442,951 | -$8,627 | -0.59% | |
| Stonex Group Inc. | 0.05% | 49,092 | $1,256,561 | $1,231,718 | -$24,843 | -1.98% | |
| Csenge Advisory Group | 0.05% | 47,690 | $1,203,705 | $1,196,542 | -$7,163 | -0.60% | |
| Farther Finance Advisors, Llc | 0.01% | 38,517 | $972,163 | $966,392 | -$5,771 | -0.59% | |
| Joseph P. Lucia & Associates, Llc | 0.28% | 38,096 | $961,543 | $955,829 | -$5,714 | -0.59% | |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | 34,488 | $902,896 | $865,304 | -$37,592 | -4.16% | |
| Carnegie Investment Counsel | 0.02% | 32,821 | $828,402 | $823,479 | -$4,923 | -0.59% | |
| Sterling Wealth Management, Inc. | 0.20% | 31,485 | $794,681 | $789,959 | -$4,722 | -0.59% | |
| Asset Allocation Strategies Llc | 0.12% | 31,191 | $787,273 | $782,582 | -$4,691 | -0.60% | |
| Betterment Llc | 0.00% | 30,074 | $787,000 | $754,557 | -$32,443 | -4.12% | |
| Bogart Wealth, Llc | 0.03% | 29,903 | $782,861 | $750,266 | -$32,595 | -4.16% | |
| Cibc Bancorp Usa Inc. | 0.00% | 29,793 | $779,981 | $747,506 | -$32,475 | -4.16% | |
| Omni 360 Wealth, Inc. | 0.35% | 30,389 | $767,020 | $762,460 | -$4,560 | -0.59% | |
| Wealthgarden F.S. Llc | 0.43% | 28,745 | $752,544 | $721,212 | -$31,332 | -4.16% | |
| Grantvest Financial Group Llc | 0.43% | 29,601 | $747,119 | $742,689 | -$4,430 | -0.59% |
Frequently asked questions about SCYB
Who are the largest institutional holders of SCYB?
The largest institutional holders of SCYB reported in the latest SEC Form 13F filings include Tidal Investments Llc, Jones Financial Companies Lllp, Cornerstone Enterprises, Llc, Charles Schwab Trust Co, and Dahring {-} Cusmano Llc. InsiderSet ranks institutional holders by their latest reported SCYB position.
What is SCYB institutional ownership?
This page tracks SCYB positions reported by institutional investment managers through SEC Form 13F. SCHWAB HIGH YIELD BOND ETF (SCYB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCYB?
InsiderSet currently tracks 156 institutional managers reporting SCYB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCYB shareholders.
How much SCYB stock do institutions own?
Institutional investment managers disclosed approximately $222.80M in SCYB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCYB institutional ownership last updated?
The latest SCYB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCYB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCYB position after the reporting date.
Are institutions buying or selling SCYB?
Institutional buying and selling can be analyzed by comparing SCYB positions across consecutive 13F reporting periods. InsiderSet's SCYB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCYB ownership changes.
How has SCYB institutional ownership changed over time?
InsiderSet tracks SCYB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.