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 Q3	$357K	Sell	9,727 -3,794	-28%	-$139K	0.01%	1373
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

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

Y-Intercept (HK) reduced its Schwab 1000 Index ETF (SCHK) stake by 28% in Q3 2026, selling an estimated $139K and leaving 9,727 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #1373.

Y-Intercept (HK) first reported a position in SCHK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.85M in Q3 2025. 91 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

Y-Intercept (HK) held 9,727 shares of Schwab 1000 Index ETF worth $357K as of Q3 2026.
Y-Intercept (HK) sold 3,794 Schwab 1000 Index ETF shares in Q3 2026, an estimated $139K.
Schwab 1000 Index ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1373 holding.
Y-Intercept (HK) first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 5 quarters since.
Y-Intercept (HK)'s Schwab 1000 Index ETF position peaked at $1.85M in Q3 2025.
91 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

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