Wellspring Financial Advisors’s Schwab High Yield Bond ETF SCYB Stock Holding History

Wellspring Financial 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
2026 Q2	$225K	Buy	+8,612	New	+$225K	0.01%	250

Other funds holding SCYB

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wellspring Financial Advisors's SCYB Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Schwab High Yield Bond ETF (SCYB) in Q2 2026: 8,612 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings.

45 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

Wellspring Financial Advisors held 8,612 shares of Schwab High Yield Bond ETF worth $225K as of Q2 2026.
Schwab High Yield Bond ETF was a new Wellspring Financial Advisors position in Q2 2026.
Schwab High Yield Bond ETF made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #250 holding.
45 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.