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Breakthru Advisory Services’s Schwab High Yield Bond ETF SCYB Stock Holding History

Breakthru Advisory Services’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 		$262K Hold
9,993
– – 0.88% 14
2026
Q1 		$260K Sell
9,993
-219,334
-96% -$5.78M 0.42% 43
2025
Q4 		$6.06M Buy
229,327
+26,108
+13% +$691K 3.87% 7
2025
Q3 		$5.43M Buy
+203,219
New +$5.38M 3.58% 8

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

Breakthru Advisory Services's SCYB Position: Q2 2026 in Review

Breakthru Advisory Services held its Schwab High Yield Bond ETF (SCYB) position steady in Q2 2026 at 9,993 shares worth $262K. The position accounts for 0.88% of the portfolio, ranked #14.

Breakthru Advisory Services first reported a position in SCYB in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.06M in Q4 2025. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Breakthru Advisory Services held 9,993 shares of Schwab High Yield Bond ETF worth $262K as of Q2 2026.
  • Breakthru Advisory Services left its Schwab High Yield Bond ETF share count unchanged in Q2 2026.
  • Schwab High Yield Bond ETF made up 0.88% of Breakthru Advisory Services's portfolio in Q2 2026, its #14 holding.
  • Breakthru Advisory Services first reported a position in Schwab High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Breakthru Advisory Services's Schwab High Yield Bond ETF position peaked at $6.06M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.