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

AE 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
Q2 		$5.63K Sell
215
-779
-78% -$20.4K ﹤0.01% 2458
2026
Q1 		$25.8K Buy
994
+979
+6,527% +$25.8K ﹤0.01% 2086
2025
Q4 		$396 Sell
15
-28
-65% -$741 ﹤0.01% 2415
2025
Q3 		$1.15K Buy
43
+24
+126% +$636 ﹤0.01% 2207
2025
Q2 		$510 Sell
19
-998
-98% -$25.9K ﹤0.01% 2106
2025
Q1 		$26.6K Sell
1,017
-690
-40% -$18.2K ﹤0.01% 1681
2024
Q4 		$44.7K Buy
+1,707
New +$45.1K ﹤0.01% 1576

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

AE Wealth Management's SCYB Position: Q2 2026 in Review

AE Wealth Management reduced its Schwab High Yield Bond ETF (SCYB) stake by 78% in Q2 2026, selling an estimated $20.4K and leaving 215 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

AE Wealth Management first reported a position in SCYB in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.7K in Q4 2024. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • AE Wealth Management held 215 shares of Schwab High Yield Bond ETF worth $5.63K as of Q2 2026.
  • AE Wealth Management sold 779 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $20.4K.
  • Schwab High Yield Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2458 holding.
  • AE Wealth Management first reported a position in Schwab High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's Schwab High Yield Bond ETF position peaked at $44.7K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.