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 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

SFG

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

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

KBFS

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

SAM

Standpoint Asset Management Scottsdale, Arizona $477M AUM 21.39% 1-Year Est. Return

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

Y-Intercept (HK) opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 33,929 shares worth $999K. The stake represents 0.02% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SCHX as recently as Q4 2025.

Y-Intercept (HK) first reported a position in SCHX in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.56M in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Y-Intercept (HK) held 33,929 shares of Schwab US Large- Cap ETF worth $999K as of Q2 2026.
Schwab US Large- Cap ETF was a new Y-Intercept (HK) position in Q2 2026.
Schwab US Large- Cap ETF made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1054 holding.
Y-Intercept (HK) first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 8 quarters since.
Y-Intercept (HK)'s Schwab US Large- Cap ETF position peaked at $1.56M in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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