Cassady Schiller Wealth Management’s Schwab High Yield Bond ETF SCYB Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$454	Buy	17 +3	+21%	+$79	﹤0.01%	1001
2024 Q3	$377	Buy	+14	New	+$367	﹤0.01%	449

Other funds holding SCYB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Cassady Schiller Wealth Management's SCYB Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Schwab High Yield Bond ETF (SCYB) stake by 21% in Q4 2024, buying an estimated $79 and bringing the position to 17 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Cassady Schiller Wealth Management first reported a position in SCYB in Q3 2024 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold SCYB as of Q4 2024.

Cassady Schiller Wealth Management held 17 shares of Schwab High Yield Bond ETF worth $454 as of Q4 2024.
Cassady Schiller Wealth Management bought 3 Schwab High Yield Bond ETF shares in Q4 2024, an estimated $79.
Schwab High Yield Bond ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1001 holding.
Cassady Schiller Wealth Management first reported a position in Schwab High Yield Bond ETF in Q3 2024 and has held it in 2 quarters since.
52 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.