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GAMMA Investing’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

GAMMA Investing’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$55.8K Hold
1,709
– – ﹤0.01% 2292
2026
Q2 		$61.8K Buy
1,709
+649
+61% +$21.4K ﹤0.01% 2152
2026
Q1 		$30.8K Buy
1,060
+528
+99% +$15.8K ﹤0.01% 2487
2025
Q4 		$15.2K Hold
532
– – ﹤0.01% 2768
2025
Q3 		$14.8K Hold
532
– – ﹤0.01% 2671
2025
Q2 		$13.5K Hold
532
– – ﹤0.01% 2662
2025
Q1 		$12.5K Hold
532
– – ﹤0.01% 2636
2024
Q4 		$13.8K Hold
532
– – ﹤0.01% 2458
2024
Q3 		$13.7K Buy
532
+456
+600% +$11.3K ﹤0.01% 2313
2024
Q2 		$1.82K Hold
76
– – ﹤0.01% 2907
2024
Q1 		$1.88K Buy
+76
New +$1.78K ﹤0.01% 2763

Other funds holding SCHA

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

GAMMA Investing's SCHA Position: Q3 2026 in Review

GAMMA Investing held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 1,709 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

GAMMA Investing first reported a position in SCHA in Q1 2024 and has held it in 11 quarters since. The position peaked at $61.8K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • GAMMA Investing held 1,709 shares of Schwab U.S Small- Cap ETF worth $55.8K as of Q3 2026.
  • GAMMA Investing left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2292 holding.
  • GAMMA Investing first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • GAMMA Investing's Schwab U.S Small- Cap ETF position peaked at $61.8K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.