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Wealthspire Advisors (New York)’s Schwab High Yield Bond ETF SCYB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,006
Closed -$26.9K – 2546
2025
Q3 		$26.9K Buy
+1,006
New +$26.7K ﹤0.01% 1518

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
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s SCYB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Schwab High Yield Bond ETF (SCYB) in Q4 2025, closing a stake of 1,006 shares — an estimated $26.9K sold.

Wealthspire Advisors (New York) first reported a position in SCYB in Q3 2025 and held it in 1 quarter. The position peaked at $26.9K in Q3 2025. 117 funds tracked by Wall St. Rank hold SCYB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Schwab High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,006 Schwab High Yield Bond ETF shares in Q4 2025, an estimated $26.9K.
  • Wealthspire Advisors (New York) first reported a position in Schwab High Yield Bond ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Schwab High Yield Bond ETF position peaked at $26.9K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.