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MB, Levis & Associates’s Schwab High Yield Bond ETF SCYB Stock Holding History

MB, Levis & Associates’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
Q3 		– Sell
-10,496
Closed -$279K – 289
2025
Q2 		$279K Buy
10,496
+172
+2% +$4.46K 0.12% 58
2025
Q1 		$270K Buy
10,324
+126
+1% +$3.31K 0.13% 59
2024
Q4 		$267K Buy
10,198
+232
+2% +$6.13K 0.13% 58
2024
Q3 		$267K Buy
9,966
+172
+2% +$4.51K 0.13% 58
2024
Q2 		$253K Buy
9,794
+184
+2% +$4.73K 0.13% 57
2024
Q1 		$251K Buy
+9,610
New +$249K 0.13% 56

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
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 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
BAS
Breakthru Advisory Services Muskego, Wisconsin $29.8M AUM 18.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MB, Levis & Associates's SCYB Position: Q3 2025 in Review

MB, Levis & Associates sold out of Schwab High Yield Bond ETF (SCYB) in Q3 2025, closing a stake of 10,496 shares — an estimated $279K sold.

MB, Levis & Associates first reported a position in SCYB in Q1 2024 and held it in 6 quarters. The position peaked at $279K in Q2 2025. 87 funds tracked by Wall St. Rank hold SCYB as of Q3 2025.

  • MB, Levis & Associates reported no remaining Schwab High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 10,496 Schwab High Yield Bond ETF shares in Q3 2025, an estimated $279K.
  • MB, Levis & Associates first reported a position in Schwab High Yield Bond ETF in Q1 2024 and held it in 6 quarters.
  • MB, Levis & Associates's Schwab High Yield Bond ETF position peaked at $279K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.