Wealth Forward LLC’s Schwab High Yield Bond ETF SCYB Stock Holding History

Wealth Forward LLC’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 Q3	$1.6M	Buy	+63,402	New	+$1.64M	0.72%	24

Other funds holding SCYB

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Wealth Forward LLC's SCYB Position: Q3 2026 in Review

Wealth Forward LLC opened a new position in Schwab High Yield Bond ETF (SCYB) in Q3 2026: 63,402 shares worth $1.6M. The stake represents 0.72% of the portfolio and ranks #24 among its holdings.

21 funds tracked by Wall St. Rank hold SCYB as of Q3 2026.

Wealth Forward LLC held 63,402 shares of Schwab High Yield Bond ETF worth $1.6M as of Q3 2026.
Schwab High Yield Bond ETF was a new Wealth Forward LLC position in Q3 2026.
Schwab High Yield Bond ETF made up 0.72% of Wealth Forward LLC's portfolio in Q3 2026, its #24 holding.
21 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.