YIH
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Y-Intercept (HK)’s Schwab US REIT ETF SCHH Stock Holding History

Y-Intercept (HK)’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Buy
+88,241
New +$2.06M 0.04% 679
2026
Q1 		– Sell
-12,931
Closed -$270K – 1997
2025
Q4 		$270K Sell
12,931
-44,970
-78% -$954K 0.01% 1386
2025
Q3 		$1.25M Buy
+57,901
New +$1.23M 0.03% 869
2024
Q4 		– Sell
-12,666
Closed -$293K – 1601
2024
Q3 		$293K Buy
+12,666
New +$277K 0.02% 1029
2023
Q3 		– Sell
-14,637
Closed -$286K – 1529
2023
Q2 		$286K Buy
+14,637
New +$281K 0.03% 792
2022
Q2 		– Sell
-21,109
Closed -$525K – 1156
2022
Q1 		$525K Buy
21,109
+6,071
+40% +$147K 0.12% 241
2021
Q4 		$396K Buy
+15,038
New +$371K 0.09% 313
2021
Q2 		– Sell
-19,662
Closed -$407K – 859
2021
Q1 		$407K Buy
+19,662
New +$385K 0.11% 302

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

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

Y-Intercept (HK) opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 88,241 shares worth $2.09M. The stake represents 0.04% of the portfolio and ranks #679 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SCHH as recently as Q4 2025.

Y-Intercept (HK) first reported a position in SCHH in Q1 2021 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Y-Intercept (HK) held 88,241 shares of Schwab US REIT ETF worth $2.09M as of Q2 2026.
  • Schwab US REIT ETF was a new Y-Intercept (HK) position in Q2 2026.
  • Schwab US REIT ETF made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #679 holding.
  • Y-Intercept (HK) first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 8 quarters since.
  • 163 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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