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

Spire 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 		$369K Buy
14,076
+110
+0.8% +$2.88K 0.01% 623
2026
Q1 		$363K Buy
13,966
+515
+4% +$13.6K 0.01% 617
2025
Q4 		$355K Buy
13,451
+5,095
+61% +$135K 0.01% 634
2025
Q3 		$223K Buy
+8,356
New +$221K 0.01% 753

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

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

Spire Wealth Management increased its Schwab High Yield Bond ETF (SCYB) stake by 0.79% in Q2 2026, buying an estimated $2.88K and bringing the position to 14,076 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #623.

Spire Wealth Management first reported a position in SCYB in Q3 2025 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Spire Wealth Management held 14,076 shares of Schwab High Yield Bond ETF worth $369K as of Q2 2026.
  • Spire Wealth Management bought 110 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $2.88K.
  • Schwab High Yield Bond ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #623 holding.
  • Spire Wealth Management first reported a position in Schwab High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.