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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
Q1 		$1.47M Buy
+56,712
New +$1.49M 0.03% 436

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 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 $1.09B AUM 11.58% 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

Perigon Wealth Management's SCYB Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Schwab High Yield Bond ETF (SCYB) in Q1 2026: 56,712 shares worth $1.47M. The stake represents 0.03% of the portfolio and ranks #436 among its holdings.

140 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

  • Perigon Wealth Management held 56,712 shares of Schwab High Yield Bond ETF worth $1.47M as of Q1 2026.
  • Schwab High Yield Bond ETF was a new Perigon Wealth Management position in Q1 2026.
  • Schwab High Yield Bond ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #436 holding.
  • 140 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.