Corient Private Wealth
SCYB icon

Corient Private Wealth’s Schwab High Yield Bond ETF SCYB Stock Holding History

Corient Private Wealth’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 		$217K Sell
8,298
-31,168
-79% -$816K ﹤0.01% 2762
2026
Q1 		$1.03M Buy
39,466
+23,553
+148% +$621K ﹤0.01% 1649
2025
Q4 		$420K Buy
+15,913
New +$421K ﹤0.01% 1965

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
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

Corient Private Wealth's SCYB Position: Q2 2026 in Review

Corient Private Wealth reduced its Schwab High Yield Bond ETF (SCYB) stake by 79% in Q2 2026, selling an estimated $816K and leaving 8,298 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Corient Private Wealth first reported a position in SCYB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Corient Private Wealth held 8,298 shares of Schwab High Yield Bond ETF worth $217K as of Q2 2026.
  • Corient Private Wealth sold 31,168 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $816K.
  • Schwab High Yield Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2762 holding.
  • Corient Private Wealth first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Schwab High Yield Bond ETF position peaked at $1.03M in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.