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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

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 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. 25 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.
  • 25 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.