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

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return