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 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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Y-Intercept (HK)'s SCHB Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 15,445 shares worth $447K. The stake represents 0.01% of the portfolio and ranks #1342 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SCHB as recently as Q4 2025.

Y-Intercept (HK) first reported a position in SCHB in Q2 2022 and has held it in 7 quarters since. The position peaked at $993K in Q4 2025. 604 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Y-Intercept (HK) held 15,445 shares of Schwab US Broad Market ETF worth $447K as of Q2 2026.
Schwab US Broad Market ETF was a new Y-Intercept (HK) position in Q2 2026.
Schwab US Broad Market ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1342 holding.
Y-Intercept (HK) first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 7 quarters since.
Y-Intercept (HK)'s Schwab US Broad Market ETF position peaked at $993K in Q4 2025.
604 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.