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Kohmann Bosshard Financial Services’s Schwab High Yield Bond ETF SCYB Stock Holding History

Kohmann Bosshard Financial 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
2026
Q2 		$582K Buy
+22,226
New +$582K 0.05% 126
2026
Q1 		– Sell
-3,331
Closed -$88K – 523
2025
Q4 		$88K Buy
+3,331
New +$88.2K 0.01% 430
2025
Q1 		– Sell
-1,005
Closed -$26.3K – 679
2024
Q4 		$26.3K Buy
+1,005
New +$26.6K ﹤0.01% 404

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

Kohmann Bosshard Financial Services's SCYB Position: Q2 2026 in Review

Kohmann Bosshard Financial Services opened a new position in Schwab High Yield Bond ETF (SCYB) in Q2 2026: 22,226 shares worth $582K. The stake represents 0.05% of the portfolio and ranks #126 among its holdings. This is a return to the name: Kohmann Bosshard Financial Services previously reported a position in SCYB as recently as Q4 2025.

Kohmann Bosshard Financial Services first reported a position in SCYB in Q4 2024 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Kohmann Bosshard Financial Services held 22,226 shares of Schwab High Yield Bond ETF worth $582K as of Q2 2026.
  • Schwab High Yield Bond ETF was a new Kohmann Bosshard Financial Services position in Q2 2026.
  • Schwab High Yield Bond ETF made up 0.05% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #126 holding.
  • Kohmann Bosshard Financial Services first reported a position in Schwab High Yield Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.