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 Q3	–	Sell	-88,241	Closed	-$2.09M	–	2037
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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

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

Y-Intercept (HK) sold out of Schwab US REIT ETF (SCHH) in Q3 2026, closing a stake of 88,241 shares — an estimated $2.09M sold.

Y-Intercept (HK) first reported a position in SCHH in Q1 2021 and held it in 8 quarters. The position peaked at $2.09M in Q2 2026. 246 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Y-Intercept (HK) reported no remaining Schwab US REIT ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 88,241 Schwab US REIT ETF shares in Q3 2026, an estimated $2.09M.
Y-Intercept (HK) first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 8 quarters.
Y-Intercept (HK)'s Schwab US REIT ETF position peaked at $2.09M in Q2 2026.
246 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

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