BFC Planning, Inc.’s Schwab High Yield Bond ETF SCYB Stock Holding History

BFC Planning, Inc.’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	$87.5K	Sell	3,342 -953	-22%	-$24.9K	﹤0.01%	1292
2026 Q1	$112K	Sell	4,295 -2,171	-34%	-$57.2K	0.01%	1068
2025 Q4	$171K	Sell	6,466 -4,847	-43%	-$128K	0.01%	925
2025 Q3	$302K	Sell	11,313 -2,555	-18%	-$67.7K	0.02%	525
2025 Q2	$368K	Buy	13,868 +1,108	+9%	+$28.8K	0.03%	434
2025 Q1	$333K	Buy	12,760 +7,938	+165%	+$209K	0.03%	439
2024 Q4	$126K	Buy	+4,822	New	+$127K	0.01%	768

Other funds holding SCYB

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $217M AUM 9.21% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

L2 Asset Management Wayland, Massachusetts $965M AUM 38.04% 1-Year Est. Return

Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $109M AUM 4.04% 1-Year Est. Return

Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

BFC Planning, Inc.'s SCYB Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Schwab High Yield Bond ETF (SCYB) stake by 22% in Q2 2026, selling an estimated $24.9K and leaving 3,342 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

BFC Planning, Inc. first reported a position in SCYB in Q4 2024 and has held it in 7 quarters since. The position peaked at $368K in Q2 2025. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

BFC Planning, Inc. held 3,342 shares of Schwab High Yield Bond ETF worth $87.5K as of Q2 2026.
BFC Planning, Inc. sold 953 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $24.9K.
Schwab High Yield Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1292 holding.
BFC Planning, Inc. first reported a position in Schwab High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Schwab High Yield Bond ETF position peaked at $368K in Q2 2025.
153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.