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Kelleher Financial Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

Kelleher Financial Advisors’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 		$159 Buy
+6
New +$158 ﹤0.01% 682

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

Kelleher Financial Advisors's SCYB Position: Q1 2026 in Review

Kelleher Financial Advisors opened a new position in Schwab High Yield Bond ETF (SCYB) in Q1 2026: 6 shares worth $159. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings.

140 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

  • Kelleher Financial Advisors held 6 shares of Schwab High Yield Bond ETF worth $159 as of Q1 2026.
  • Schwab High Yield Bond ETF was a new Kelleher Financial Advisors position in Q1 2026.
  • Schwab High Yield Bond ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #682 holding.
  • 140 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.