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

Evergreen 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 		– Sell
-2,010
Closed -$52.3K – 139
2026
Q1 		$52.3K Sell
2,010
-22,000
-92% -$580K 0.01% 61
2025
Q4 		$634K Buy
+24,010
New +$635K 0.15% 15
2025
Q2 		$584K Buy
+22,000
New +$571K 0.15% 15

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

Evergreen Advisors's SCYB Position: Q2 2026 in Review

Evergreen Advisors sold out of Schwab High Yield Bond ETF (SCYB) in Q2 2026, closing a stake of 2,010 shares — an estimated $52.3K sold.

Evergreen Advisors first reported a position in SCYB in Q2 2025 and held it in 3 quarters. The position peaked at $634K in Q4 2025. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Evergreen Advisors reported no remaining Schwab High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 2,010 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $52.3K.
  • Evergreen Advisors first reported a position in Schwab High Yield Bond ETF in Q2 2025 and held it in 3 quarters.
  • Evergreen Advisors's Schwab High Yield Bond ETF position peaked at $634K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.