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Meridian Wealth Management’s Schwab High Yield Bond ETF SCYB Stock Holding History

Meridian Wealth Management’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 		$615K Sell
23,493
-1,193
-5% -$31.2K 0.02% 489
2026
Q1 		$642K Buy
24,686
+7,964
+48% +$210K 0.02% 451
2025
Q4 		$442K Buy
16,722
+8,182
+96% +$217K 0.02% 527
2025
Q3 		$228K Buy
+8,540
New +$226K 0.01% 643

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

Meridian Wealth Management's SCYB Position: Q2 2026 in Review

Meridian Wealth Management reduced its Schwab High Yield Bond ETF (SCYB) stake by 4.8% in Q2 2026, selling an estimated $31.2K and leaving 23,493 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #489.

Meridian Wealth Management first reported a position in SCYB in Q3 2025 and has held it in 4 quarters since. The position peaked at $642K in Q1 2026. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Meridian Wealth Management held 23,493 shares of Schwab High Yield Bond ETF worth $615K as of Q2 2026.
  • Meridian Wealth Management sold 1,193 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $31.2K.
  • Schwab High Yield Bond ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #489 holding.
  • Meridian Wealth Management first reported a position in Schwab High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Meridian Wealth Management's Schwab High Yield Bond ETF position peaked at $642K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.