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 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

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

Y-Intercept (HK) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.1% in Q2 2026, selling an estimated $23.2K and leaving 8,296 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1503.

Y-Intercept (HK) first reported a position in SCHD in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2021. 691 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Y-Intercept (HK) held 8,296 shares of Schwab US Dividend Equity ETF worth $263K as of Q2 2026.
Y-Intercept (HK) sold 732 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $23.2K.
Schwab US Dividend Equity ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1503 holding.
Y-Intercept (HK) first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 7 quarters since.
Y-Intercept (HK)'s Schwab US Dividend Equity ETF position peaked at $1.09M in Q4 2021.
691 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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