Balboa Wealth Partners
SCYB icon

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

Balboa 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
Q3 		$1.45M Buy
57,511
+37,080
+181% +$961K 0.19% 91
2026
Q2 		$535K Buy
20,431
+12,265
+150% +$321K 0.07% 229
2026
Q1 		$212K Buy
+8,166
New +$215K 0.04% 387

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Dahring Cusmano
Dahring Cusmano Novi, Michigan $217M AUM 9.21% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
CFG Wealth Management Services
CFG Wealth Management Services Indianapolis, Indiana $109M AUM 4.04% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
MMA Asset Management
MMA Asset Management Conshohocken, Pennsylvania $315M AUM 13% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Balboa Wealth Partners's SCYB Position: Q3 2026 in Review

Balboa Wealth Partners increased its Schwab High Yield Bond ETF (SCYB) stake by 181% in Q3 2026, buying an estimated $961K and bringing the position to 57,511 shares worth $1.45M. The position accounts for 0.19% of the portfolio, ranked #91.

Balboa Wealth Partners first reported a position in SCYB in Q1 2026 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold SCYB as of Q3 2026.

  • Balboa Wealth Partners held 57,511 shares of Schwab High Yield Bond ETF worth $1.45M as of Q3 2026.
  • Balboa Wealth Partners bought 37,080 Schwab High Yield Bond ETF shares in Q3 2026, an estimated $961K.
  • Schwab High Yield Bond ETF made up 0.19% of Balboa Wealth Partners's portfolio in Q3 2026, its #91 holding.
  • Balboa Wealth Partners first reported a position in Schwab High Yield Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.