Y-Intercept (HK)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.14M	Buy	157,867 +149,571	+1,803%	+$5.04M	0.11%	224
2026 Q2	$263K	Sell	8,296 -732	-8%	-$23.2K	0.01%	1503
2026 Q1	$277K	Sell	9,028 -19,197	-68%	-$582K	0.01%	1391
2025 Q4	$774K	Buy	+28,225	New	+$767K	0.02%	1093
2024 Q2	–	Sell	-15,441	Closed	-$415K	–	1857
2024 Q1	$415K	Buy	+15,441	New	+$399K	0.03%	809
2023 Q1	–	Sell	-14,988	Closed	-$377K	–	1500
2022 Q4	$377K	Buy	+14,988	New	+$370K	0.06%	549
2022 Q2	–	Sell	-15,213	Closed	-$400K	–	1155
2022 Q1	$400K	Sell	15,213 -25,344	-62%	-$664K	0.09%	353
2021 Q4	$1.09M	Buy	+40,557	New	+$1.05M	0.26%	105

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

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

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

Y-Intercept (HK) increased its Schwab US Dividend Equity ETF (SCHD) stake by 1,803% in Q3 2026, buying an estimated $5.04M and bringing the position to 157,867 shares worth $5.14M. The position accounts for 0.11% of the portfolio, ranked #224.

Y-Intercept (HK) first reported a position in SCHD in Q4 2021 and has held it in 8 quarters since. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Y-Intercept (HK) held 157,867 shares of Schwab US Dividend Equity ETF worth $5.14M as of Q3 2026.
Y-Intercept (HK) bought 149,571 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $5.04M.
Schwab US Dividend Equity ETF made up 0.11% of Y-Intercept (HK)'s portfolio in Q3 2026, its #224 holding.
Y-Intercept (HK) first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 8 quarters since.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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