Accurate Wealth Management
SCYB icon

Accurate Wealth Management’s Schwab High Yield Bond ETF SCYB Stock Holding History

Accurate Wealth Management’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
Q3 		$708K Buy
28,133
+1,082
+4% +$28K 0.06% 294
2026
Q2 		$705K Buy
+27,051
New +$708K 0.07% 280

Other funds holding SCYB

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dahring Cusmano
Dahring Cusmano Novi, Michigan $217M AUM 9.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
CFG Wealth Management Services
CFG Wealth Management Services Indianapolis, Indiana $109M AUM 4.04% 1-Year Est. Return
L2 Asset Management
L2 Asset Management Wayland, Massachusetts $1.06B AUM 32.13% 1-Year Est. Return

Accurate Wealth Management's SCYB Position: Q3 2026 in Review

Accurate Wealth Management increased its Schwab High Yield Bond ETF (SCYB) stake by 4% in Q3 2026, buying an estimated $28K and bringing the position to 28,133 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #294.

Accurate Wealth Management first reported a position in SCYB in Q2 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold SCYB as of Q3 2026.

  • Accurate Wealth Management held 28,133 shares of Schwab High Yield Bond ETF worth $708K as of Q3 2026.
  • Accurate Wealth Management bought 1,082 Schwab High Yield Bond ETF shares in Q3 2026, an estimated $28K.
  • Schwab High Yield Bond ETF made up 0.06% of Accurate Wealth Management's portfolio in Q3 2026, its #294 holding.
  • Accurate Wealth Management first reported a position in Schwab High Yield Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.