GAMMA Investing’s Schwab US Broad Market ETF SCHB Stock Holding History

GAMMA Investing’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$113K	Hold	3,868	–	–	﹤0.01%	1787
2026 Q2	$112K	Hold	3,868	–	–	﹤0.01%	1727
2026 Q1	$97.1K	Buy	3,868 +2,422	+167%	+$63.6K	﹤0.01%	1694
2025 Q4	$37.9K	Hold	1,446	–	–	﹤0.01%	2255
2025 Q3	$37.2K	Hold	1,446	–	–	﹤0.01%	2177
2025 Q2	$34.5K	Hold	1,446	–	–	﹤0.01%	2154
2025 Q1	$31.1K	Hold	1,446	–	–	﹤0.01%	2127
2024 Q4	$32.8K	Hold	1,446	–	–	﹤0.01%	1983
2024 Q3	$32.1K	Hold	1,446	–	–	﹤0.01%	1809
2024 Q2	$30.3K	Buy	+1,446	New	+$29.3K	﹤0.01%	1573

Other funds holding SCHB

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

GAMMA Investing's SCHB Position: Q3 2026 in Review

GAMMA Investing held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 3,868 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

GAMMA Investing first reported a position in SCHB in Q2 2024 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

GAMMA Investing held 3,868 shares of Schwab US Broad Market ETF worth $113K as of Q3 2026.
GAMMA Investing left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1787 holding.
GAMMA Investing first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 10 quarters since.
54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

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