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Compass Financial Management’s Schwab High Yield Bond ETF SCYB Stock Holding History

Compass Financial 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
2026
Q2 		$150K Buy
+5,747
New +$150K 0.02% 475

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
SFP
Strategic Financial Planning Plano, Texas $192M AUM 20.45% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Compass Financial Management's SCYB Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • Schwab High Yield Bond ETF made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #475 holding.
  • 144 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.