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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GAMMA Investing's SCHA Position: Q2 2026 in Review

GAMMA Investing increased its Schwab U.S Small- Cap ETF (SCHA) stake by 61% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,709 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

GAMMA Investing first reported a position in SCHA in Q1 2024 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • GAMMA Investing held 1,709 shares of Schwab U.S Small- Cap ETF worth $61.8K as of Q2 2026.
  • GAMMA Investing bought 649 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $21.4K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2152 holding.
  • GAMMA Investing first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 247 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.