Root Financial Partners
SCYB icon

Root Financial Partners’s Schwab High Yield Bond ETF SCYB Stock Holding History

Root Financial Partners’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
Q3 		$6.11K Buy
+242
New +$6.27K ﹤0.01% 2148
2026
Q2 		– Sell
-121
Closed -$3.15K – 2665
2026
Q1 		$3.15K Sell
121
-53
-30% -$1.4K ﹤0.01% 2133
2025
Q4 		$4.6K Buy
174
+122
+235% +$3.23K ﹤0.01% 1787
2025
Q3 		$1.39K Buy
+52
New +$1.38K ﹤0.01% 2012

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Root Financial Partners's SCYB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Schwab High Yield Bond ETF (SCYB) in Q3 2026: 242 shares worth $6.11K. The stake represents ﹤0.01% of the portfolio and ranks #2148 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCYB as recently as Q1 2026.

Root Financial Partners first reported a position in SCYB in Q3 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold SCYB as of Q3 2026.

  • Root Financial Partners held 242 shares of Schwab High Yield Bond ETF worth $6.11K as of Q3 2026.
  • Schwab High Yield Bond ETF was a new Root Financial Partners position in Q3 2026.
  • Schwab High Yield Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2148 holding.
  • Root Financial Partners first reported a position in Schwab High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.