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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
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

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

Elm3 Financial Group's SCYB Position: Q2 2026 in Review

Elm3 Financial Group reduced its Schwab High Yield Bond ETF (SCYB) stake by 0.54% in Q2 2026, selling an estimated $13.4K and leaving 93,577 shares worth $2.45M. The position accounts for 1.68% of the portfolio, ranked #15.

Elm3 Financial Group first reported a position in SCYB in Q4 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Elm3 Financial Group held 93,577 shares of Schwab High Yield Bond ETF worth $2.45M as of Q2 2026.
  • Elm3 Financial Group sold 511 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $13.4K.
  • Schwab High Yield Bond ETF made up 1.68% of Elm3 Financial Group's portfolio in Q2 2026, its #15 holding.
  • Elm3 Financial Group first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.