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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
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

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return
Jones Financial Companies
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
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
RA
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
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

Root Financial Partners's SCYB Position: Q2 2026 in Review

Root Financial Partners sold out of Schwab High Yield Bond ETF (SCYB) in Q2 2026, closing a stake of 121 shares — an estimated $3.15K sold.

Root Financial Partners first reported a position in SCYB in Q3 2025 and held it in 3 quarters. The position peaked at $4.6K in Q4 2025. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Root Financial Partners reported no remaining Schwab High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 121 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $3.15K.
  • Root Financial Partners first reported a position in Schwab High Yield Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Schwab High Yield Bond ETF position peaked at $4.6K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.