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Forum Financial Management’s Schwab High Yield Bond ETF SCYB Stock Holding History

Forum Financial Management’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 		$531K Buy
20,276
+550
+3% +$14.4K 0.01% 202
2026
Q1 		$513K Hold
19,726
– – 0.01% 195
2025
Q4 		$521K Buy
19,726
+700
+4% +$18.5K 0.01% 451
2025
Q3 		$509K Buy
19,026
+8,731
+85% +$231K 0.01% 448
2025
Q2 		$273K Buy
10,295
+684
+7% +$17.8K ﹤0.01% 723
2025
Q1 		$251K Buy
+9,611
New +$253K ﹤0.01% 697

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

Forum Financial Management's SCYB Position: Q2 2026 in Review

Forum Financial Management increased its Schwab High Yield Bond ETF (SCYB) stake by 2.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 20,276 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #202.

Forum Financial Management first reported a position in SCYB in Q1 2025 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Forum Financial Management held 20,276 shares of Schwab High Yield Bond ETF worth $531K as of Q2 2026.
  • Forum Financial Management bought 550 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $14.4K.
  • Schwab High Yield Bond ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #202 holding.
  • Forum Financial Management first reported a position in Schwab High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.