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Keystone Wealth Services’s Schwab High Yield Bond ETF SCYB Stock Holding History

Keystone Wealth Services’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
2025
Q2 		– Sell
-20,355
Closed -$531K – 290
2025
Q1 		$531K Hold
20,355
– – 0.14% 147
2024
Q4 		$532K Buy
+20,355
New +$538K 0.14% 144

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
MMA Asset Management Conshohocken, Pennsylvania $284M AUM 17.22% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return

Keystone Wealth Services's SCYB Position: Q2 2025 in Review

Keystone Wealth Services sold out of Schwab High Yield Bond ETF (SCYB) in Q2 2025, closing a stake of 20,355 shares — an estimated $531K sold.

Keystone Wealth Services first reported a position in SCYB in Q4 2024 and held it in 2 quarters. The position peaked at $532K in Q4 2024. 75 funds tracked by Wall St. Rank hold SCYB as of Q2 2025.

  • Keystone Wealth Services reported no remaining Schwab High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 20,355 Schwab High Yield Bond ETF shares in Q2 2025, an estimated $531K.
  • Keystone Wealth Services first reported a position in Schwab High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Keystone Wealth Services's Schwab High Yield Bond ETF position peaked at $532K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2025.

Based on Keystone Wealth Services's 13F filing for Q2 2025, filed 9 Jul 2025.