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Bartlett & Co Wealth Management’s Schwab High Yield Bond ETF SCYB Stock Holding History

Bartlett & Co 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
2025
Q4 		– Sell
-38
Closed -$1.02K – 1260
2025
Q3 		$1.02K Buy
+38
New +$1.01K ﹤0.01% 1121

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CE
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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return

Bartlett & Co Wealth Management's SCYB Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of Schwab High Yield Bond ETF (SCYB) in Q4 2025, closing a stake of 38 shares — an estimated $1.02K sold.

Bartlett & Co Wealth Management first reported a position in SCYB in Q3 2025 and held it in 1 quarter. The position peaked at $1.02K in Q3 2025. 117 funds tracked by Wall St. Rank hold SCYB as of Q4 2025.

  • Bartlett & Co Wealth Management reported no remaining Schwab High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 38 Schwab High Yield Bond ETF shares in Q4 2025, an estimated $1.02K.
  • Bartlett & Co Wealth Management first reported a position in Schwab High Yield Bond ETF in Q3 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Schwab High Yield Bond ETF position peaked at $1.02K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.