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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
2024
Q3 		– Sell
-614
Closed -$15.8K – 194
2024
Q2 		$15.8K Buy
+614
New +$15.8K ﹤0.01% 138

Other funds holding SCYB

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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Glassman Wealth Services's SCYB Position: Q3 2024 in Review

Glassman Wealth Services sold out of Schwab High Yield Bond ETF (SCYB) in Q3 2024, closing a stake of 614 shares — an estimated $15.8K sold.

Glassman Wealth Services first reported a position in SCYB in Q2 2024 and held it in 1 quarter. The position peaked at $15.8K in Q2 2024. 31 funds tracked by Wall St. Rank hold SCYB as of Q3 2024.

  • Glassman Wealth Services reported no remaining Schwab High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 614 Schwab High Yield Bond ETF shares in Q3 2024, an estimated $15.8K.
  • Glassman Wealth Services first reported a position in Schwab High Yield Bond ETF in Q2 2024 and held it in 1 quarter.
  • Glassman Wealth Services's Schwab High Yield Bond ETF position peaked at $15.8K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2024.

Based on Glassman Wealth Services's 13F filing for Q3 2024, filed 12 Nov 2024.