Top 5 Mutual Funds with SCYB / Schwab Strategic Trust - Schwab High Yield Bond ETF (ARCA)

Schwab Strategic Trust - Schwab High Yield Bond ETF
US ˙ ARCA

Top 5 Mutual Funds with SCYB / Schwab Strategic Trust - Schwab High Yield Bond ETF

This page shows all mutual funds that have reported positions in SCYB / Schwab Strategic Trust - Schwab High Yield Bond ETF. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)		 Shares Δ Shares
(%)		 Reported
Value
($1000)		 Δ Value
(%)		 Port Alloc
(%)
2025-08-25 NP SWKRX - Schwab Monthly Income Fund - Enhanced Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 274,332 7,281
2025-08-25 NP SWJRX - Schwab Monthly Income Fund - Moderate Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 170,683 4,530
2025-06-30 NP SMIDX - SMI Dynamic Allocation Fund 136,580 3,547
2025-06-30 NP SMILX - SMI 50/40/10 Fund 49,270 1,280
2025-08-25 NP SWLRX - Schwab Monthly Income Fund - Maximum Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 204,312 5,422
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