Perigon Wealth Management
SCYB icon

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
Q3 		$2.09M Buy
82,945
+3,263
+4% +$84.5K 0.03% 397
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

CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CFG Wealth Management Services
CFG Wealth Management Services Indianapolis, Indiana $109M AUM 4.04% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
IFC & Insurance Marketing
IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Perigon Wealth Management's SCYB Position: Q3 2026 in Review

Perigon Wealth Management increased its Schwab High Yield Bond ETF (SCYB) stake by 4.1% in Q3 2026, buying an estimated $84.5K and bringing the position to 82,945 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #397.

Perigon Wealth Management first reported a position in SCYB in Q1 2026 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold SCYB as of Q3 2026.

  • Perigon Wealth Management held 82,945 shares of Schwab High Yield Bond ETF worth $2.09M as of Q3 2026.
  • Perigon Wealth Management bought 3,263 Schwab High Yield Bond ETF shares in Q3 2026, an estimated $84.5K.
  • Schwab High Yield Bond ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #397 holding.
  • Perigon Wealth Management first reported a position in Schwab High Yield Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.