Carson Wealth (CWM LLC)
SCYB icon

Carson Wealth (CWM LLC)’s Schwab High Yield Bond ETF SCYB Stock Holding History

Carson Wealth (CWM LLC)’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 		$69.3K Buy
2,664
+777
+41% +$20.5K ﹤0.01% 3556
2025
Q4 		$50K Buy
1,887
+177
+10% +$4.68K ﹤0.01% 3607
2025
Q3 		$46K Sell
1,710
-452
-21% -$12K ﹤0.01% 3609
2025
Q2 		$57K Sell
2,162
-47
-2% -$1.22K ﹤0.01% 3175
2025
Q1 		$58K Buy
2,209
+47
+2% +$1.24K ﹤0.01% 2857
2024
Q4 		$57K Buy
2,162
+48
+2% +$1.27K ﹤0.01% 2705
2024
Q3 		$57K Sell
2,114
-764
-27% -$20.1K ﹤0.01% 2597
2024
Q2 		$74K Buy
+2,878
New +$74.1K ﹤0.01% 2193

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 $1.05B AUM 29.07% 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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCYB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Schwab High Yield Bond ETF (SCYB) stake by 41% in Q1 2026, buying an estimated $20.5K and bringing the position to 2,664 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

Carson Wealth (CWM LLC) first reported a position in SCYB in Q2 2024 and has held it in 8 quarters since. The position peaked at $74K in Q2 2024. 140 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,664 shares of Schwab High Yield Bond ETF worth $69.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 777 Schwab High Yield Bond ETF shares in Q1 2026, an estimated $20.5K.
  • Schwab High Yield Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3556 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab High Yield Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab High Yield Bond ETF position peaked at $74K in Q2 2024.
  • 140 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.