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Elm3 Financial Group’s Schwab High Yield Bond ETF SCYB Stock Holding History

Elm3 Financial Group’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
Q1 		$2.45M Buy
94,088
+30,362
+48% +$800K 2.07% 12
2025
Q4 		$1.68M Buy
+63,726
New +$1.69M 1.4% 18

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
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Elm3 Financial Group's SCYB Position: Q1 2026 in Review

Elm3 Financial Group increased its Schwab High Yield Bond ETF (SCYB) stake by 48% in Q1 2026, buying an estimated $800K and bringing the position to 94,088 shares worth $2.45M. The position accounts for 2.07% of the portfolio, ranked #12.

Elm3 Financial Group first reported a position in SCYB in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

  • Elm3 Financial Group held 94,088 shares of Schwab High Yield Bond ETF worth $2.45M as of Q1 2026.
  • Elm3 Financial Group bought 30,362 Schwab High Yield Bond ETF shares in Q1 2026, an estimated $800K.
  • Schwab High Yield Bond ETF made up 2.07% of Elm3 Financial Group's portfolio in Q1 2026, its #12 holding.
  • Elm3 Financial Group first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.