Y-Intercept (HK)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Sell	6,026 -14,937	-71%	-$533K	﹤0.01%	1549
2026 Q1	$691K	Hold	20,963	–	–	0.01%	1169
2025 Q4	$687K	Hold	20,963	–	–	0.02%	1137
2025 Q3	$700K	Sell	20,963 -13,313	-39%	-$419K	0.02%	1134
2025 Q2	$1.03M	Buy	+34,276	New	+$971K	0.03%	924
2025 Q1	–	Sell	-14,801	Closed	-$394K	–	1557
2024 Q4	$394K	Sell	14,801 -85,907	-85%	-$2.43M	0.03%	831
2024 Q3	$2.94M	Buy	+100,708	New	+$2.73M	0.18%	128
2024 Q1	–	Sell	-59,247	Closed	-$1.47M	–	1713
2023 Q4	$1.47M	Buy	+59,247	New	+$1.42M	0.14%	207
2021 Q4	–	Sell	-17,287	Closed	-$527K	–	849
2021 Q3	$527K	Buy	+17,287	New	+$540K	0.1%	322
2021 Q2	–	Sell	-21,553	Closed	-$682K	–	858
2021 Q1	$682K	Buy	+21,553	New	+$702K	0.18%	175

Other funds holding SCHE

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCM

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

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

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

Y-Intercept (HK) reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 71% in Q2 2026, selling an estimated $533K and leaving 6,026 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Y-Intercept (HK) first reported a position in SCHE in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.94M in Q3 2024. 277 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Y-Intercept (HK) held 6,026 shares of Schwab Emerging Markets Equity ETF worth $219K as of Q2 2026.
Y-Intercept (HK) sold 14,937 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $533K.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1549 holding.
Y-Intercept (HK) first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 10 quarters since.
Y-Intercept (HK)'s Schwab Emerging Markets Equity ETF position peaked at $2.94M in Q3 2024.
277 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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