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Joseph P. Lucia & Associates’s Schwab High Yield Bond ETF SCYB Stock Holding History

Joseph P. Lucia & Associates’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 		$982K Buy
37,512
+5,522
+17% +$145K 0.3% 70
2026
Q1 		$832K Buy
31,990
+7,289
+30% +$192K 0.3% 75
2025
Q4 		$653K Buy
24,701
+5,680
+30% +$150K 0.24% 87
2025
Q3 		$508K Buy
19,021
+530
+3% +$14K 0.19% 100
2025
Q2 		$491K Buy
+18,491
New +$480K 0.2% 95

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

Joseph P. Lucia & Associates's SCYB Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Schwab High Yield Bond ETF (SCYB) stake by 17% in Q2 2026, buying an estimated $145K and bringing the position to 37,512 shares worth $982K. The position accounts for 0.3% of the portfolio, ranked #70.

Joseph P. Lucia & Associates first reported a position in SCYB in Q2 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Joseph P. Lucia & Associates held 37,512 shares of Schwab High Yield Bond ETF worth $982K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 5,522 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $145K.
  • Schwab High Yield Bond ETF made up 0.3% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #70 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.