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Clearview Wealth Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

Clearview Wealth 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
Q4 		$475K Buy
17,977
+8,917
+98% +$236K 0.3% 61
2025
Q3 		$242K Buy
+9,060
New +$240K 0.16% 97

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $201M AUM 16.91% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return

Clearview Wealth Advisors's SCYB Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Schwab High Yield Bond ETF (SCYB) stake by 98% in Q4 2025, buying an estimated $236K and bringing the position to 17,977 shares worth $475K. The position accounts for 0.3% of the portfolio, ranked #61.

Clearview Wealth Advisors first reported a position in SCYB in Q3 2025 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold SCYB as of Q4 2025.

  • Clearview Wealth Advisors held 17,977 shares of Schwab High Yield Bond ETF worth $475K as of Q4 2025.
  • Clearview Wealth Advisors bought 8,917 Schwab High Yield Bond ETF shares in Q4 2025, an estimated $236K.
  • Schwab High Yield Bond ETF made up 0.3% of Clearview Wealth Advisors's portfolio in Q4 2025, its #61 holding.
  • Clearview Wealth Advisors first reported a position in Schwab High Yield Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.