LMKC
SCYB icon

L.M. Kohn & Company’s Schwab High Yield Bond ETF SCYB Stock Holding History

L.M. Kohn & Company’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
-34,891
Closed -$911K – 294
2025
Q1 		$911K Buy
34,891
+22,999
+193% +$605K 0.24% 89
2024
Q4 		$311K Buy
+11,892
New +$314K 0.08% 182

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

L.M. Kohn & Company's SCYB Position: Q2 2025 in Review

L.M. Kohn & Company sold out of Schwab High Yield Bond ETF (SCYB) in Q2 2025, closing a stake of 34,891 shares — an estimated $911K sold.

L.M. Kohn & Company first reported a position in SCYB in Q4 2024 and held it in 2 quarters. The position peaked at $911K in Q1 2025. 75 funds tracked by Wall St. Rank hold SCYB as of Q2 2025.

  • L.M. Kohn & Company reported no remaining Schwab High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 34,891 Schwab High Yield Bond ETF shares in Q2 2025, an estimated $911K.
  • L.M. Kohn & Company first reported a position in Schwab High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • L.M. Kohn & Company's Schwab High Yield Bond ETF position peaked at $911K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.