Concord Wealth Partners’s Schwab High Yield Bond ETF SCYB Stock Holding History

Concord Wealth Partners’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	$81.3K	Buy	+3,105	New	+$81.3K	0.01%	308

Other funds holding SCYB

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

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

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

Concord Wealth Partners's SCYB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Schwab High Yield Bond ETF (SCYB) in Q2 2026: 3,105 shares worth $81.3K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

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

Concord Wealth Partners held 3,105 shares of Schwab High Yield Bond ETF worth $81.3K as of Q2 2026.
Schwab High Yield Bond ETF was a new Concord Wealth Partners position in Q2 2026.
Schwab High Yield Bond ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #308 holding.
153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.