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Grantvest Financial Group’s Schwab High Yield Bond ETF SCYB Stock Holding History

Grantvest Financial Group’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 		$865K Buy
33,022
+3,255
+11% +$85.2K 0.5% 44
2026
Q1 		$774K Buy
+29,767
New +$784K 0.5% 45

Other funds holding SCYB

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 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 $1.73B AUM 11.35% 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

Grantvest Financial Group's SCYB Position: Q2 2026 in Review

Grantvest Financial Group increased its Schwab High Yield Bond ETF (SCYB) stake by 11% in Q2 2026, buying an estimated $85.2K and bringing the position to 33,022 shares worth $865K. The position accounts for 0.5% of the portfolio, ranked #44.

Grantvest Financial Group first reported a position in SCYB in Q1 2026 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Grantvest Financial Group held 33,022 shares of Schwab High Yield Bond ETF worth $865K as of Q2 2026.
  • Grantvest Financial Group bought 3,255 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $85.2K.
  • Schwab High Yield Bond ETF made up 0.5% of Grantvest Financial Group's portfolio in Q2 2026, its #44 holding.
  • Grantvest Financial Group first reported a position in Schwab High Yield Bond ETF in Q1 2026 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 Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.