Windsor Advisory Group’s Schwab High Yield Bond ETF SCYB Stock Holding History

Windsor Advisory Group’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	$142K	Buy	+5,422	New	+$142K	0.1%	77
2026 Q1	–	Sell	-21,763	Closed	-$575K	–	100
2025 Q4	$575K	Buy	+21,763	New	+$576K	0.51%	30
2025 Q1	–	Sell	-566	Closed	-$14.8K	–	78
2024 Q4	$14.8K	Buy	+566	New	+$15K	0.02%	77

Other funds holding SCYB

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

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

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

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

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

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 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

PWA

Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

Windsor Advisory Group's SCYB Position: Q2 2026 in Review

Windsor Advisory Group opened a new position in Schwab High Yield Bond ETF (SCYB) in Q2 2026: 5,422 shares worth $142K. The stake represents 0.1% of the portfolio and ranks #77 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in SCYB as recently as Q4 2025.

Windsor Advisory Group first reported a position in SCYB in Q4 2024 and has held it in 3 quarters since. The position peaked at $575K in Q4 2025. 153 funds tracked by Wall St. Rank hold SCYB as of Q2 2026.

Windsor Advisory Group held 5,422 shares of Schwab High Yield Bond ETF worth $142K as of Q2 2026.
Schwab High Yield Bond ETF was a new Windsor Advisory Group position in Q2 2026.
Schwab High Yield Bond ETF made up 0.1% of Windsor Advisory Group's portfolio in Q2 2026, its #77 holding.
Windsor Advisory Group first reported a position in Schwab High Yield Bond ETF in Q4 2024 and has held it in 3 quarters since.
Windsor Advisory Group's Schwab High Yield Bond ETF position peaked at $575K in Q4 2025.
153 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.