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CFG Wealth Management Services’s Schwab High Yield Bond ETF SCYB Stock Holding History

CFG Wealth Management Services’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
Q2 		$5.95M Hold
228,118
– – 5.59% 6
2026
Q1 		$5.95M Buy
228,118
+6,615
+3% +$174K 5.4% 6
2025
Q4 		$5.85M Buy
+221,503
New +$5.86M 5.34% 6

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

CFG Wealth Management Services's SCYB Position: Q2 2026 in Review

CFG Wealth Management Services held its Schwab High Yield Bond ETF (SCYB) position steady in Q2 2026 at 228,118 shares worth $5.95M. The position accounts for 5.59% of the portfolio, ranked #6.

CFG Wealth Management Services first reported a position in SCYB in Q4 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • CFG Wealth Management Services held 228,118 shares of Schwab High Yield Bond ETF worth $5.95M as of Q2 2026.
  • CFG Wealth Management Services left its Schwab High Yield Bond ETF share count unchanged in Q2 2026.
  • Schwab High Yield Bond ETF made up 5.59% of CFG Wealth Management Services's portfolio in Q2 2026, its #6 holding.
  • CFG Wealth Management Services first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.