Bogart Wealth LLC
SCYB icon

Bogart Wealth LLC’s Schwab High Yield Bond ETF SCYB Stock Holding History

Bogart Wealth LLC’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 		$783K Sell
29,903
-552
-2% -$14.5K 0.03% 149
2026
Q1 		$792K Buy
30,455
+1,447
+5% +$38.1K 0.03% 138
2025
Q4 		$766K Buy
29,008
+532
+2% +$14.1K 0.03% 139
2025
Q3 		$761K Buy
28,476
+470
+2% +$12.5K 0.03% 142
2025
Q2 		$743K Sell
28,006
-295
-1% -$7.66K 0.03% 137
2025
Q1 		$739K Buy
+28,301
New +$745K 0.03% 137

Other funds holding SCYB

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 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 $1.73B AUM 11.35% 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

Bogart Wealth LLC's SCYB Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Schwab High Yield Bond ETF (SCYB) stake by 1.8% in Q2 2026, selling an estimated $14.5K and leaving 29,903 shares worth $783K. The position accounts for 0.03% of the portfolio, ranked #149.

Bogart Wealth LLC first reported a position in SCYB in Q1 2025 and has held it in 6 quarters since. The position peaked at $792K in Q1 2026. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Bogart Wealth LLC held 29,903 shares of Schwab High Yield Bond ETF worth $783K as of Q2 2026.
  • Bogart Wealth LLC sold 552 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $14.5K.
  • Schwab High Yield Bond ETF made up 0.03% of Bogart Wealth LLC's portfolio in Q2 2026, its #149 holding.
  • Bogart Wealth LLC first reported a position in Schwab High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Schwab High Yield Bond ETF position peaked at $792K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.