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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$692K	Sell	26,072 -12,308	-32%	-$327K	0.39%	42
2025 Q1	$1M	Sell	38,380 -6,057	-14%	-$158K	0.42%	46
2024 Q4	$1.16M	Sell	44,437 -26,267	-37%	-$687K	0.46%	44
2024 Q3	$1.89M	Sell	70,704 -15,048	-18%	-$403K	0.56%	36
2024 Q2	$2.21M	Buy	+85,752	New	+$2.21M	0.72%	35