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

Sterling 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 		$824K Hold
31,485
– – 0.2% 50
2026
Q1 		$819K Buy
+31,485
New +$830K 0.22% 50

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CST
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DC
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RA
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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

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

Sterling Wealth Management held its Schwab High Yield Bond ETF (SCYB) position steady in Q2 2026 at 31,485 shares worth $824K. The position accounts for 0.2% of the portfolio, ranked #50.

Sterling Wealth Management first reported a position in SCYB in Q1 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Sterling Wealth Management held 31,485 shares of Schwab High Yield Bond ETF worth $824K as of Q2 2026.
  • Sterling Wealth Management left its Schwab High Yield Bond ETF share count unchanged in Q2 2026.
  • Schwab High Yield Bond ETF made up 0.2% of Sterling Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Sterling Wealth Management first reported a position in Schwab High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.