Principia Wealth Advisory’s Schwab High Yield Bond ETF SCYB Stock Holding History

Principia Wealth Advisory’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	$5.82M	Sell	222,455 -1,654	-0.7%	-$43.3K	2.9%	9
2026 Q1	$5.83M	Buy	224,109 +58,384	+35%	+$1.54M	3.3%	8
2025 Q4	$4.38M	Buy	165,725 +47,515	+40%	+$1.26M	2.74%	11
2025 Q3	$3.16M	Buy	118,210 +92,678	+363%	+$2.46M	2.18%	15
2025 Q2	$678K	Buy	+25,532	New	+$663K	0.57%	25

Other funds holding SCYB

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

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

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Principia Wealth Advisory's SCYB Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Schwab High Yield Bond ETF (SCYB) stake by 0.74% in Q2 2026, selling an estimated $43.3K and leaving 222,455 shares worth $5.82M. The position accounts for 2.9% of the portfolio, ranked #9.

Principia Wealth Advisory first reported a position in SCYB in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.83M in Q1 2026. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

Principia Wealth Advisory held 222,455 shares of Schwab High Yield Bond ETF worth $5.82M as of Q2 2026.
Principia Wealth Advisory sold 1,654 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $43.3K.
Schwab High Yield Bond ETF made up 2.9% of Principia Wealth Advisory's portfolio in Q2 2026, its #9 holding.
Principia Wealth Advisory first reported a position in Schwab High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Schwab High Yield Bond ETF position peaked at $5.83M in Q1 2026.
153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.