JT Stratford LLC’s Schwab High Yield Bond ETF SCYB Stock Holding History

JT Stratford LLC’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	$2.38M	Sell	90,829 -1,350	-1%	-$35.3K	0.26%	86
2026 Q1	$2.4M	Buy	92,179 +4,794	+5%	+$126K	0.31%	79
2025 Q4	$2.31M	Buy	87,385 +18,018	+26%	+$477K	0.3%	73
2025 Q3	$1.85M	Buy	69,367 +25,827	+59%	+$684K	0.25%	87
2025 Q2	$1.16M	Buy	43,540 +1,681	+4%	+$43.6K	0.17%	135
2025 Q1	$1.09M	Buy	41,859 +11,410	+37%	+$300K	0.19%	131
2024 Q4	$797K	Buy	30,449 +14,273	+88%	+$377K	0.13%	162
2024 Q3	$433K	Buy	+16,176	New	+$425K	0.07%	210

Other funds holding SCYB

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

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

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

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

JT Stratford LLC's SCYB Position: Q2 2026 in Review

JT Stratford LLC reduced its Schwab High Yield Bond ETF (SCYB) stake by 1.5% in Q2 2026, selling an estimated $35.3K and leaving 90,829 shares worth $2.38M. The position accounts for 0.26% of the portfolio, ranked #86.

JT Stratford LLC first reported a position in SCYB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.4M in Q1 2026. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

JT Stratford LLC held 90,829 shares of Schwab High Yield Bond ETF worth $2.38M as of Q2 2026.
JT Stratford LLC sold 1,350 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $35.3K.
Schwab High Yield Bond ETF made up 0.26% of JT Stratford LLC's portfolio in Q2 2026, its #86 holding.
JT Stratford LLC first reported a position in Schwab High Yield Bond ETF in Q3 2024 and has held it in 8 quarters since.
JT Stratford LLC's Schwab High Yield Bond ETF position peaked at $2.4M in Q1 2026.
153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.