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

LGT 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
2025
Q4 		– Sell
-6,151
Closed -$164K – 353
2025
Q3 		$164K Buy
+6,151
New +$163K 0.35% 55

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CE
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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return

LGT Financial Advisors's SCYB Position: Q4 2025 in Review

LGT Financial Advisors sold out of Schwab High Yield Bond ETF (SCYB) in Q4 2025, closing a stake of 6,151 shares — an estimated $164K sold.

LGT Financial Advisors first reported a position in SCYB in Q3 2025 and held it in 1 quarter. The position peaked at $164K in Q3 2025. 117 funds tracked by Wall St. Rank hold SCYB as of Q4 2025.

  • LGT Financial Advisors reported no remaining Schwab High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 6,151 Schwab High Yield Bond ETF shares in Q4 2025, an estimated $164K.
  • LGT Financial Advisors first reported a position in Schwab High Yield Bond ETF in Q3 2025 and held it in 1 quarter.
  • LGT Financial Advisors's Schwab High Yield Bond ETF position peaked at $164K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.