Action Point Financial Planning’s Schwab High Yield Bond ETF SCYB Stock Holding History

Action Point Financial Planning’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	$68.6K	Buy	+2,622	New	+$68.6K	0.01%	720

Other funds holding SCYB

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Action Point Financial Planning's SCYB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Schwab High Yield Bond ETF (SCYB) in Q2 2026: 2,622 shares worth $68.6K. The stake represents 0.01% of the portfolio and ranks #720 among its holdings.

152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

Action Point Financial Planning held 2,622 shares of Schwab High Yield Bond ETF worth $68.6K as of Q2 2026.
Schwab High Yield Bond ETF was a new Action Point Financial Planning position in Q2 2026.
Schwab High Yield Bond ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #720 holding.
152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.