AWM
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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
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

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

Avior Wealth Management reduced its Schwab High Yield Bond ETF (SCYB) stake by 91% in Q2 2026, selling an estimated $3.02M and leaving 11,816 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #654.

Avior Wealth Management first reported a position in SCYB in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.3M in Q1 2026. 22 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Avior Wealth Management held 11,816 shares of Schwab High Yield Bond ETF worth $309K as of Q2 2026.
  • Avior Wealth Management sold 115,294 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $3.02M.
  • Schwab High Yield Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #654 holding.
  • Avior Wealth Management first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Avior Wealth Management's Schwab High Yield Bond ETF position peaked at $3.3M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.