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Axis Wealth Partners’s Schwab High Yield Bond ETF SCYB Stock Holding History

Axis Wealth Partners’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 		$238K Buy
9,093
+424
+5% +$11.1K 0.11% 162
2026
Q1 		$225K Buy
8,669
+1,007
+13% +$26.5K 0.12% 164
2025
Q4 		$202K Buy
+7,662
New +$203K 0.11% 165

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

Axis Wealth Partners's SCYB Position: Q2 2026 in Review

Axis Wealth Partners increased its Schwab High Yield Bond ETF (SCYB) stake by 4.9% in Q2 2026, buying an estimated $11.1K and bringing the position to 9,093 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #162.

Axis Wealth Partners first reported a position in SCYB in Q4 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Axis Wealth Partners held 9,093 shares of Schwab High Yield Bond ETF worth $238K as of Q2 2026.
  • Axis Wealth Partners bought 424 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $11.1K.
  • Schwab High Yield Bond ETF made up 0.11% of Axis Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • Axis Wealth Partners first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.