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SHP Wealth Management’s Schwab High Yield Bond ETF SCYB Stock Holding History

SHP Wealth Management’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 		$19.7K Hold
752
– – ﹤0.01% 789
2026
Q1 		$19.6K Buy
+752
New +$19.8K ﹤0.01% 730

Other funds holding SCYB

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 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 $1.73B AUM 11.35% 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

SHP Wealth Management's SCYB Position: Q2 2026 in Review

SHP Wealth Management held its Schwab High Yield Bond ETF (SCYB) position steady in Q2 2026 at 752 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

SHP Wealth Management first reported a position in SCYB in Q1 2026 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • SHP Wealth Management held 752 shares of Schwab High Yield Bond ETF worth $19.7K as of Q2 2026.
  • SHP Wealth Management left its Schwab High Yield Bond ETF share count unchanged in Q2 2026.
  • Schwab High Yield Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #789 holding.
  • SHP Wealth Management first reported a position in Schwab High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.