Medallion Wealth Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

Medallion Wealth 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
2026 Q1	$45.1K	Sell	1,734 -154	-8%	-$4.06K	0.01%	491
2025 Q4	$49.9K	Sell	1,888 -1,158	-38%	-$30.6K	0.02%	475
2025 Q3	$81.4K	Sell	3,046 -368	-11%	-$9.75K	0.03%	385
2025 Q2	$90K	Sell	3,414 -751	-18%	-$19.5K	0.03%	366
2025 Q1	$108K	Sell	4,165 -1,458	-26%	-$38.4K	0.05%	294
2024 Q4	$147K	Buy	+5,623	New	+$149K	0.07%	231

Other funds holding SCYB

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

CST

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

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Medallion Wealth Advisors's SCYB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Schwab High Yield Bond ETF (SCYB) stake by 8.2% in Q1 2026, selling an estimated $4.06K and leaving 1,734 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #491.

Medallion Wealth Advisors first reported a position in SCYB in Q4 2024 and has held it in 6 quarters since. The position peaked at $147K in Q4 2024. 140 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

Medallion Wealth Advisors held 1,734 shares of Schwab High Yield Bond ETF worth $45.1K as of Q1 2026.
Medallion Wealth Advisors sold 154 Schwab High Yield Bond ETF shares in Q1 2026, an estimated $4.06K.
Schwab High Yield Bond ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #491 holding.
Medallion Wealth Advisors first reported a position in Schwab High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Schwab High Yield Bond ETF position peaked at $147K in Q4 2024.
140 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.