Y-Intercept (HK)’s Schwab US Broad Market ETF SCHB Stock Holding History

Y-Intercept (HK)’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$312K	Sell	10,653 -4,792	-31%	-$141K	0.01%	1393
2026 Q2	$447K	Buy	+15,445	New	+$432K	0.01%	1342
2026 Q1	–	Sell	-37,844	Closed	-$993K	–	1996
2025 Q4	$993K	Buy	37,844 +267	+0.7%	+$6.95K	0.02%	985
2025 Q3	$966K	Buy	+37,577	New	+$930K	0.02%	991
2023 Q3	–	Sell	-25,806	Closed	-$445K	–	1528
2023 Q2	$445K	Buy	25,806 +4,521	+21%	+$73.7K	0.05%	601
2023 Q1	$339K	Buy	+21,285	New	+$333K	0.04%	716
2022 Q4	–	Sell	-70,116	Closed	-$981K	–	1306
2022 Q3	$981K	Buy	70,116 +50,394	+256%	+$784K	0.1%	304
2022 Q2	$291K	Buy	+19,722	New	+$317K	0.04%	592

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

Y-Intercept (HK)'s SCHB Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Schwab US Broad Market ETF (SCHB) stake by 31% in Q3 2026, selling an estimated $141K and leaving 10,653 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #1393.

Y-Intercept (HK) first reported a position in SCHB in Q2 2022 and has held it in 8 quarters since. The position peaked at $993K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Y-Intercept (HK) held 10,653 shares of Schwab US Broad Market ETF worth $312K as of Q3 2026.
Y-Intercept (HK) sold 4,792 Schwab US Broad Market ETF shares in Q3 2026, an estimated $141K.
Schwab US Broad Market ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1393 holding.
Y-Intercept (HK) first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 8 quarters since.
Y-Intercept (HK)'s Schwab US Broad Market ETF position peaked at $993K in Q4 2025.
1,010 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.