Valued Wealth Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

Valued Wealth Advisors’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
2025 Q2	–	Sell	-73	Closed	-$1.91K	–	648
2025 Q1	$1.91K	Buy	+73	New	+$1.92K	﹤0.01%	415

Other funds holding SCYB

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAM

MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Valued Wealth Advisors's SCYB Position: Q2 2025 in Review

Valued Wealth Advisors sold out of Schwab High Yield Bond ETF (SCYB) in Q2 2025, closing a stake of 73 shares — an estimated $1.91K sold.

Valued Wealth Advisors first reported a position in SCYB in Q1 2025 and held it in 1 quarter. The position peaked at $1.91K in Q1 2025. 75 funds tracked by Wall St. Rank hold SCYB as of Q2 2025.

Valued Wealth Advisors reported no remaining Schwab High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Valued Wealth Advisors sold 73 Schwab High Yield Bond ETF shares in Q2 2025, an estimated $1.91K.
Valued Wealth Advisors first reported a position in Schwab High Yield Bond ETF in Q1 2025 and held it in 1 quarter.
Valued Wealth Advisors's Schwab High Yield Bond ETF position peaked at $1.91K in Q1 2025.
75 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.