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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
Q2 		$535K Buy
20,431
+12,265
+150% +$321K 0.07% 229
2026
Q1 		$212K Buy
+8,166
New +$215K 0.04% 387

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

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

Balboa Wealth Partners increased its Schwab High Yield Bond ETF (SCYB) stake by 150% in Q2 2026, buying an estimated $321K and bringing the position to 20,431 shares worth $535K. The position accounts for 0.07% of the portfolio, ranked #229.

Balboa Wealth Partners first reported a position in SCYB in Q1 2026 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Balboa Wealth Partners held 20,431 shares of Schwab High Yield Bond ETF worth $535K as of Q2 2026.
  • Balboa Wealth Partners bought 12,265 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $321K.
  • Schwab High Yield Bond ETF made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #229 holding.
  • Balboa Wealth Partners first reported a position in Schwab High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.