Summit Financial
SCYB icon

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
Q2 		$5.81M Buy
221,825
+20,377
+10% +$533K 0.06% 310
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

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
L2 Asset Management
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

Summit Financial's SCYB Position: Q2 2026 in Review

Summit Financial increased its Schwab High Yield Bond ETF (SCYB) stake by 10% in Q2 2026, buying an estimated $533K and bringing the position to 221,825 shares worth $5.81M. The position accounts for 0.06% of the portfolio, ranked #310.

Summit Financial first reported a position in SCYB in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Summit Financial held 221,825 shares of Schwab High Yield Bond ETF worth $5.81M as of Q2 2026.
  • Summit Financial bought 20,377 Schwab High Yield Bond ETF shares in Q2 2026, an estimated $533K.
  • Schwab High Yield Bond ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #310 holding.
  • Summit Financial first reported a position in Schwab High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.