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Prevail Innovative Wealth Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

Prevail Innovative Wealth 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
2025
Q4 		– Sell
-28,886
Closed -$772K – 229
2025
Q3 		$772K Buy
+28,886
New +$765K 0.15% 155

Other funds holding SCYB

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CE
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CST
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DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $29.8M AUM 18.07% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SCYB Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Schwab High Yield Bond ETF (SCYB) in Q4 2025, closing a stake of 28,886 shares — an estimated $772K sold.

Prevail Innovative Wealth Advisors first reported a position in SCYB in Q3 2025 and held it in 1 quarter. The position peaked at $772K in Q3 2025. 117 funds tracked by Wall St. Rank hold SCYB as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Schwab High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 28,886 Schwab High Yield Bond ETF shares in Q4 2025, an estimated $772K.
  • Prevail Innovative Wealth Advisors first reported a position in Schwab High Yield Bond ETF in Q3 2025 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Schwab High Yield Bond ETF position peaked at $772K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.