Y-Intercept (HK)’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.16M	Buy	38,816 +4,887	+14%	+$146K	0.03%	931
2026 Q2	$999K	Buy	+33,929	New	+$969K	0.02%	1054
2026 Q1	–	Sell	-51,526	Closed	-$1.39M	–	2000
2025 Q4	$1.39M	Sell	51,526 -7,879	-13%	-$210K	0.03%	812
2025 Q3	$1.56M	Buy	+59,405	New	+$1.51M	0.04%	756
2024 Q1	–	Sell	-28,416	Closed	-$534K	–	1715
2023 Q4	$534K	Buy	+28,416	New	+$499K	0.05%	569
2023 Q3	–	Sell	-40,443	Closed	-$706K	–	1530
2023 Q2	$706K	Sell	40,443 -1,392	-3%	-$23K	0.07%	421
2023 Q1	$675K	Buy	+41,835	New	+$658K	0.08%	393
2022 Q4	–	Sell	-29,112	Closed	-$411K	–	1310
2022 Q3	$411K	Buy	29,112 +15,462	+113%	+$243K	0.04%	609
2022 Q2	$203K	Buy	+13,650	New	+$221K	0.03%	683

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

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

Y-Intercept (HK) increased its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q3 2026, buying an estimated $146K and bringing the position to 38,816 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #931.

Y-Intercept (HK) first reported a position in SCHX in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.56M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Y-Intercept (HK) held 38,816 shares of Schwab US Large- Cap ETF worth $1.16M as of Q3 2026.
Y-Intercept (HK) bought 4,887 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $146K.
Schwab US Large- Cap ETF made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #931 holding.
Y-Intercept (HK) first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 9 quarters since.
Y-Intercept (HK)'s Schwab US Large- Cap ETF position peaked at $1.56M in Q3 2025.
1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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