Y-Intercept (HK)’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$488K	Buy	+13,521	New	+$472K	0.01%	1325
2026 Q1	–	Sell	-29,510	Closed	-$968K	–	1998
2025 Q4	$968K	Sell	29,510 -28,158	-49%	-$916K	0.02%	992
2025 Q3	$1.85M	Buy	57,668 +30,043	+109%	+$930K	0.04%	651
2025 Q2	$824K	Buy	+27,625	New	+$761K	0.02%	1026

Other funds holding SCHK

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

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

Y-Intercept (HK) opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 13,521 shares worth $488K. The stake represents 0.01% of the portfolio and ranks #1325 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SCHK as recently as Q4 2025.

Y-Intercept (HK) first reported a position in SCHK in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.85M in Q3 2025. 76 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Y-Intercept (HK) held 13,521 shares of Schwab 1000 Index ETF worth $488K as of Q2 2026.
Schwab 1000 Index ETF was a new Y-Intercept (HK) position in Q2 2026.
Schwab 1000 Index ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1325 holding.
Y-Intercept (HK) first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 4 quarters since.
Y-Intercept (HK)'s Schwab 1000 Index ETF position peaked at $1.85M in Q3 2025.
76 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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