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Vision Retirement’s Schwab High Yield Bond ETF SCYB Stock Holding History

Vision Retirement’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 		$4.58K Hold
175
– – ﹤0.01% 516
2026
Q1 		$4.55K Buy
+175
New +$4.61K ﹤0.01% 499

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
SFP
Strategic Financial Planning Plano, Texas $192M AUM 20.45% 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

Vision Retirement's SCYB Position: Q2 2026 in Review

Vision Retirement held its Schwab High Yield Bond ETF (SCYB) position steady in Q2 2026 at 175 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Vision Retirement first reported a position in SCYB in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

  • Vision Retirement held 175 shares of Schwab High Yield Bond ETF worth $4.58K as of Q2 2026.
  • Vision Retirement left its Schwab High Yield Bond ETF share count unchanged in Q2 2026.
  • Schwab High Yield Bond ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #516 holding.
  • Vision Retirement first reported a position in Schwab High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.