Y-Intercept (HK)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-25,792	Closed	-$799K	–	2111
2026 Q1	$799K	Buy	+25,792	New	+$821K	0.02%	1108
2025 Q4	–	Sell	-8,715	Closed	-$258K	–	1943
2025 Q3	$258K	Sell	8,715 -8,322	-49%	-$242K	0.01%	1420
2025 Q2	$478K	Buy	+17,037	New	+$449K	0.01%	1220
2024 Q4	–	Sell	-19,752	Closed	-$547K	–	1602
2024 Q3	$547K	Buy	+19,752	New	+$525K	0.03%	739
2022 Q4	–	Sell	-9,927	Closed	-$200K	–	1309
2022 Q3	$200K	Buy	+9,927	New	+$221K	0.02%	825
2021 Q3	–	Sell	-9,003	Closed	-$235K	–	873
2021 Q2	$235K	Buy	+9,003	New	+$233K	0.06%	492

Other funds holding SCHM

LWMT

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

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Y-Intercept (HK) sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 25,792 shares — an estimated $799K sold.

Y-Intercept (HK) first reported a position in SCHM in Q2 2021 and held it in 6 quarters. The position peaked at $799K in Q1 2026. 335 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Y-Intercept (HK) reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 25,792 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $799K.
Y-Intercept (HK) first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 6 quarters.
Y-Intercept (HK)'s Schwab US Mid-Cap ETF position peaked at $799K in Q1 2026.
335 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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