SFP
SCYB icon

Strategic Financial Planning’s Schwab High Yield Bond ETF SCYB Stock Holding History

Strategic Financial Planning’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 		$6.14M Buy
+234,403
New +$6.14M 3.2% 9
2026
Q1 		– Sell
-237,534
Closed -$6.28M – 50
2025
Q4 		$6.28M Buy
237,534
+8,828
+4% +$234K 3.57% 9
2025
Q3 		$6.11M Buy
228,706
+13,697
+6% +$363K 3.54% 9
2025
Q2 		$5.71M Buy
+215,009
New +$5.58M 3.55% 8

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
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Strategic Financial Planning's SCYB Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in Schwab High Yield Bond ETF (SCYB) in Q2 2026: 234,403 shares worth $6.14M. The stake represents 3.2% of the portfolio and ranks #9 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SCYB as recently as Q4 2025.

Strategic Financial Planning first reported a position in SCYB in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.28M in Q4 2025. 151 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Strategic Financial Planning held 234,403 shares of Schwab High Yield Bond ETF worth $6.14M as of Q2 2026.
  • Schwab High Yield Bond ETF was a new Strategic Financial Planning position in Q2 2026.
  • Schwab High Yield Bond ETF made up 3.2% of Strategic Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Strategic Financial Planning first reported a position in Schwab High Yield Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Financial Planning's Schwab High Yield Bond ETF position peaked at $6.28M in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.