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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
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

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $201M AUM 16.91% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Root Financial Partners's SCYB Position: Q1 2026 in Review

Root Financial Partners reduced its Schwab High Yield Bond ETF (SCYB) stake by 30% in Q1 2026, selling an estimated $1.4K and leaving 121 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Root Financial Partners first reported a position in SCYB in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.6K in Q4 2025. 140 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

  • Root Financial Partners held 121 shares of Schwab High Yield Bond ETF worth $3.15K as of Q1 2026.
  • Root Financial Partners sold 53 Schwab High Yield Bond ETF shares in Q1 2026, an estimated $1.4K.
  • Schwab High Yield Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2133 holding.
  • Root Financial Partners first reported a position in Schwab High Yield Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Schwab High Yield Bond ETF position peaked at $4.6K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.