CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q3 		– Sell
-8,384
Closed -$223K – 2705
2025
Q2 		$223K Buy
+8,384
New +$218K ﹤0.01% 2227

Other funds holding SCYB

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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
SFP
Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $29.6M AUM 8.12% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CAPTRUST Financial Advisors's SCYB Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of Schwab High Yield Bond ETF (SCYB) in Q3 2025, closing a stake of 8,384 shares — an estimated $223K sold.

CAPTRUST Financial Advisors first reported a position in SCYB in Q2 2025 and held it in 1 quarter. The position peaked at $223K in Q2 2025. 87 funds tracked by Wall St. Rank hold SCYB as of Q3 2025.

  • CAPTRUST Financial Advisors reported no remaining Schwab High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 8,384 Schwab High Yield Bond ETF shares in Q3 2025, an estimated $223K.
  • CAPTRUST Financial Advisors first reported a position in Schwab High Yield Bond ETF in Q2 2025 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Schwab High Yield Bond ETF position peaked at $223K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.