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1620 Investment Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

1620 Investment Advisors’s Portfolio SCYB Stock Details SCYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103K Sell
3,950
-200
-5% -$5.24K 0.06% 250
2026
Q1 		$108K Sell
4,150
-1,650
-28% -$43.5K 0.07% 227
2025
Q4 		$153K Sell
5,800
-1,700
-23% -$45K 0.1% 184
2025
Q3 		$200K Buy
+7,500
New +$199K 0.14% 150

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

1620 Investment Advisors's SCYB Position: Q2 2026 in Review

1620 Investment Advisors reduced its Schwab High Yield Bond ETF (SCYB) stake by 4.8% in Q2 2026, selling an estimated $5.24K and leaving 3,950 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #250.

1620 Investment Advisors first reported a position in SCYB in Q3 2025 and has held it in 4 quarters since. The position peaked at $200K in Q3 2025. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • 1620 Investment Advisors held 3,950 shares of Schwab High Yield Bond ETF worth $103K as of Q2 2026.
  • 1620 Investment Advisors sold 200 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $5.24K.
  • Schwab High Yield Bond ETF made up 0.06% of 1620 Investment Advisors's portfolio in Q2 2026, its #250 holding.
  • 1620 Investment Advisors first reported a position in Schwab High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1620 Investment Advisors's Schwab High Yield Bond ETF position peaked at $200K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.