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

Perigon 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 		$2.09M Buy
79,682
+22,970
+41% +$601K 0.03% 405
2026
Q1 		$1.47M Buy
+56,712
New +$1.49M 0.03% 436

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

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

Perigon Wealth Management increased its Schwab High Yield Bond ETF (SCYB) stake by 41% in Q2 2026, buying an estimated $601K and bringing the position to 79,682 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #405.

Perigon Wealth Management first reported a position in SCYB in Q1 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Perigon Wealth Management held 79,682 shares of Schwab High Yield Bond ETF worth $2.09M as of Q2 2026.
  • Perigon Wealth Management bought 22,970 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $601K.
  • Schwab High Yield Bond ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #405 holding.
  • Perigon Wealth Management first reported a position in Schwab High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.