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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
Q2 		$429K Buy
16,375
+1,750
+12% +$45.8K 0.03% 358
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 $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

Naples Global Advisors's SCYB Position: Q2 2026 in Review

Naples Global Advisors increased its Schwab High Yield Bond ETF (SCYB) stake by 12% in Q2 2026, buying an estimated $45.8K and bringing the position to 16,375 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #358.

Naples Global Advisors first reported a position in SCYB in Q4 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Naples Global Advisors held 16,375 shares of Schwab High Yield Bond ETF worth $429K as of Q2 2026.
  • Naples Global Advisors bought 1,750 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $45.8K.
  • Schwab High Yield Bond ETF made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #358 holding.
  • Naples Global Advisors first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.