Avior Wealth Management
SCYB icon

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

Avior 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 		$323K Buy
12,794
+978
+8% +$25.3K 0.01% 639
2026
Q2 		$309K Sell
11,816
-115,294
-91% -$3.02M 0.01% 654
2026
Q1 		$3.3M Buy
127,110
+96,643
+317% +$2.55M 0.09% 184
2025
Q4 		$805K Buy
+30,467
New +$806K 0.03% 347

Other funds holding SCYB

CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Avior Wealth Management increased its Schwab High Yield Bond ETF (SCYB) stake by 8.3% in Q3 2026, buying an estimated $25.3K and bringing the position to 12,794 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #639.

Avior Wealth Management first reported a position in SCYB in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.3M in Q1 2026. 29 funds tracked by Wall St. Rank hold SCYB as of Q3 2026.

  • Avior Wealth Management held 12,794 shares of Schwab High Yield Bond ETF worth $323K as of Q3 2026.
  • Avior Wealth Management bought 978 Schwab High Yield Bond ETF shares in Q3 2026, an estimated $25.3K.
  • Schwab High Yield Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #639 holding.
  • Avior Wealth Management first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Avior Wealth Management's Schwab High Yield Bond ETF position peaked at $3.3M in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2026.

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