Concurrent Investment Advisors
SCYB icon

Concurrent Investment Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

Concurrent Investment 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
2026
Q2 		$495K Buy
18,918
+4,927
+35% +$129K ﹤0.01% 1404
2026
Q1 		$364K Buy
13,991
+5,912
+73% +$156K ﹤0.01% 1382
2025
Q4 		$213K Buy
+8,079
New +$214K ﹤0.01% 1607

Other funds holding SCYB

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 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 $1.73B AUM 11.35% 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
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

Concurrent Investment Advisors's SCYB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Schwab High Yield Bond ETF (SCYB) stake by 35% in Q2 2026, buying an estimated $129K and bringing the position to 18,918 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Concurrent Investment Advisors first reported a position in SCYB in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Concurrent Investment Advisors held 18,918 shares of Schwab High Yield Bond ETF worth $495K as of Q2 2026.
  • Concurrent Investment Advisors bought 4,927 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $129K.
  • Schwab High Yield Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1404 holding.
  • Concurrent Investment Advisors first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.