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

Summit Financial’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
Q1 		$5.24M Buy
201,448
+70,859
+54% +$1.87M 0.07% 298
2025
Q4 		$3.45M Buy
+130,589
New +$3.46M 0.05% 346

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $201M AUM 16.91% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Summit Financial's SCYB Position: Q1 2026 in Review

Summit Financial increased its Schwab High Yield Bond ETF (SCYB) stake by 54% in Q1 2026, buying an estimated $1.87M and bringing the position to 201,448 shares worth $5.24M. The position accounts for 0.07% of the portfolio, ranked #298.

Summit Financial first reported a position in SCYB in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold SCYB as of Q1 2026.

  • Summit Financial held 201,448 shares of Schwab High Yield Bond ETF worth $5.24M as of Q1 2026.
  • Summit Financial bought 70,859 Schwab High Yield Bond ETF shares in Q1 2026, an estimated $1.87M.
  • Schwab High Yield Bond ETF made up 0.07% of Summit Financial's portfolio in Q1 2026, its #298 holding.
  • Summit Financial first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.