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Capasso Planning Partners’s Schwab High Yield Bond ETF SCYB Stock Holding History

Capasso Planning 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
Q1 		– Sell
-10,192
Closed -$269K – 80
2025
Q4 		$269K Sell
10,192
-4,506
-31% -$119K 0.15% 67
2025
Q3 		$393K Sell
14,698
-11,374
-44% -$301K 0.24% 51
2025
Q2 		$692K Sell
26,072
-12,308
-32% -$319K 0.39% 42
2025
Q1 		$1M Sell
38,380
-6,057
-14% -$159K 0.42% 46
2024
Q4 		$1.16M Sell
44,437
-26,267
-37% -$694K 0.46% 44
2024
Q3 		$1.89M Sell
70,704
-15,048
-18% -$395K 0.56% 36
2024
Q2 		$2.21M Buy
+85,752
New +$2.21M 0.72% 35

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

Capasso Planning Partners's SCYB Position: Q1 2026 in Review

Capasso Planning Partners sold out of Schwab High Yield Bond ETF (SCYB) in Q1 2026, closing a stake of 10,192 shares — an estimated $269K sold.

Capasso Planning Partners first reported a position in SCYB in Q2 2024 and held it in 7 quarters. The position peaked at $2.21M in Q2 2024. 141 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

  • Capasso Planning Partners reported no remaining Schwab High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capasso Planning Partners sold 10,192 Schwab High Yield Bond ETF shares in Q1 2026, an estimated $269K.
  • Capasso Planning Partners first reported a position in Schwab High Yield Bond ETF in Q2 2024 and held it in 7 quarters.
  • Capasso Planning Partners's Schwab High Yield Bond ETF position peaked at $2.21M in Q2 2024.
  • 141 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.