NGA
SCYB icon

Naples Global Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

Naples Global 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 		$380K Buy
14,625
+6,650
+83% +$175K 0.03% 361
2025
Q4 		$211K Buy
+7,975
New +$211K 0.02% 426

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $201M AUM 16.91% 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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Naples Global Advisors's SCYB Position: Q1 2026 in Review

Naples Global Advisors increased its Schwab High Yield Bond ETF (SCYB) stake by 83% in Q1 2026, buying an estimated $175K and bringing the position to 14,625 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #361.

Naples Global Advisors first reported a position in SCYB in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

  • Naples Global Advisors held 14,625 shares of Schwab High Yield Bond ETF worth $380K as of Q1 2026.
  • Naples Global Advisors bought 6,650 Schwab High Yield Bond ETF shares in Q1 2026, an estimated $175K.
  • Schwab High Yield Bond ETF made up 0.03% of Naples Global Advisors's portfolio in Q1 2026, its #361 holding.
  • Naples Global Advisors first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.