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Glassman Wealth Services’s Schwab High Yield Bond ETF SCYB Stock Holding History

Glassman Wealth Services’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 		$107K Buy
+4,069
New +$107K 0.01% 106
2024
Q3 		– Sell
-614
Closed -$15.8K – 194
2024
Q2 		$15.8K Buy
+614
New +$15.8K ﹤0.01% 138

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

Glassman Wealth Services's SCYB Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in Schwab High Yield Bond ETF (SCYB) in Q2 2026: 4,069 shares worth $107K. The stake represents 0.01% of the portfolio and ranks #106 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in SCYB as recently as Q2 2024.

Glassman Wealth Services first reported a position in SCYB in Q2 2024 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Glassman Wealth Services held 4,069 shares of Schwab High Yield Bond ETF worth $107K as of Q2 2026.
  • Schwab High Yield Bond ETF was a new Glassman Wealth Services position in Q2 2026.
  • Schwab High Yield Bond ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #106 holding.
  • Glassman Wealth Services first reported a position in Schwab High Yield Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.