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Plancorp LLC’s Schwab High Yield Bond ETF SCYB Stock Holding History

Plancorp LLC’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 		$208K Hold
8,000
– – 0.01% 405
2026
Q1 		$209K Buy
+8,000
New +$211K 0.01% 352

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

Plancorp LLC's SCYB Position: Q2 2026 in Review

Plancorp LLC held its Schwab High Yield Bond ETF (SCYB) position steady in Q2 2026 at 8,000 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #405.

Plancorp LLC first reported a position in SCYB in Q1 2026 and has held it in 2 quarters since. The position peaked at $209K in Q1 2026. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Plancorp LLC held 8,000 shares of Schwab High Yield Bond ETF worth $208K as of Q2 2026.
  • Plancorp LLC left its Schwab High Yield Bond ETF share count unchanged in Q2 2026.
  • Schwab High Yield Bond ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #405 holding.
  • Plancorp LLC first reported a position in Schwab High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Plancorp LLC's Schwab High Yield Bond ETF position peaked at $209K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.