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
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 $47.4B AUM 59.58% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $201M AUM 16.91% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return