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Golden State Wealth Management’s Schwab High Yield Bond ETF SCYB Stock Holding History

Golden State Wealth 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
Q1 		$20K Hold
770
– – ﹤0.01% 912
2025
Q4 		$20.3K Hold
770
– – ﹤0.01% 915
2025
Q3 		$20.6K Hold
770
– – ﹤0.01% 910
2025
Q2 		$20.4K Hold
770
– – ﹤0.01% 879
2025
Q1 		$20.1K Buy
+770
New +$20.3K ﹤0.01% 798

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $201M AUM 16.91% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Golden State Wealth Management's SCYB Position: Q1 2026 in Review

Golden State Wealth Management held its Schwab High Yield Bond ETF (SCYB) position steady in Q1 2026 at 770 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Golden State Wealth Management first reported a position in SCYB in Q1 2025 and has held it in 5 quarters since. The position peaked at $20.6K in Q3 2025. 140 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

  • Golden State Wealth Management held 770 shares of Schwab High Yield Bond ETF worth $20K as of Q1 2026.
  • Golden State Wealth Management left its Schwab High Yield Bond ETF share count unchanged in Q1 2026.
  • Schwab High Yield Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #912 holding.
  • Golden State Wealth Management first reported a position in Schwab High Yield Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Golden State Wealth Management's Schwab High Yield Bond ETF position peaked at $20.6K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.