CIA
SCYB icon

Cape Investment Advisory’s Schwab High Yield Bond ETF SCYB Stock Holding History

Cape Investment Advisory’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
Q3 		$1.41K Hold
56
– – ﹤0.01% 1302
2026
Q2 		$1.47K Buy
+56
New +$1.47K ﹤0.01% 1284
2026
Q1 		– Sell
-81
Closed -$2.14K – 1008
2025
Q4 		$2.14K Buy
+81
New +$2.14K ﹤0.01% 1092

Other funds holding SCYB

CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return
MFG
Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return

Cape Investment Advisory's SCYB Position: Q3 2026 in Review

Cape Investment Advisory held its Schwab High Yield Bond ETF (SCYB) position steady in Q3 2026 at 56 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Cape Investment Advisory first reported a position in SCYB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.14K in Q4 2025. 22 funds tracked by Wall St. Rank hold SCYB as of Q3 2026.

  • Cape Investment Advisory held 56 shares of Schwab High Yield Bond ETF worth $1.41K as of Q3 2026.
  • Cape Investment Advisory left its Schwab High Yield Bond ETF share count unchanged in Q3 2026.
  • Schwab High Yield Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1302 holding.
  • Cape Investment Advisory first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's Schwab High Yield Bond ETF position peaked at $2.14K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.