Elm3 Financial Group
SCYB icon

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
Q3 		$3.48M Buy
137,835
+44,258
+47% +$1.15M 2.32% 9
2026
Q2 		$2.45M Sell
93,577
-511
-0.5% -$13.4K 1.68% 15
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

CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CFG Wealth Management Services
CFG Wealth Management Services Indianapolis, Indiana $109M AUM 4.04% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
IFC & Insurance Marketing
IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Elm3 Financial Group's SCYB Position: Q3 2026 in Review

Elm3 Financial Group increased its Schwab High Yield Bond ETF (SCYB) stake by 47% in Q3 2026, buying an estimated $1.15M and bringing the position to 137,835 shares worth $3.48M. The position accounts for 2.32% of the portfolio, ranked #9.

Elm3 Financial Group first reported a position in SCYB in Q4 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold SCYB as of Q3 2026.

  • Elm3 Financial Group held 137,835 shares of Schwab High Yield Bond ETF worth $3.48M as of Q3 2026.
  • Elm3 Financial Group bought 44,258 Schwab High Yield Bond ETF shares in Q3 2026, an estimated $1.15M.
  • Schwab High Yield Bond ETF made up 2.32% of Elm3 Financial Group's portfolio in Q3 2026, its #9 holding.
  • Elm3 Financial Group first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.