COMPASS FINANCIAL MANAGEMENT LLC’s Schwab High Yield Bond ETF SCYB Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$150K	Buy	+5,747	New	+$150K	0.02%	475

Other funds holding SCYB

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

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

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SCYB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab High Yield Bond ETF (SCYB) in Q2 2026: 5,747 shares worth $150K. The stake represents 0.02% of the portfolio and ranks #475 among its holdings.

120 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 5,747 shares of Schwab High Yield Bond ETF worth $150K as of Q2 2026.
Schwab High Yield Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Schwab High Yield Bond ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #475 holding.
120 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.