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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

GAMMA Investing's SCHB Position: Q2 2026 in Review

GAMMA Investing held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 3,868 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

GAMMA Investing first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • GAMMA Investing held 3,868 shares of Schwab US Broad Market ETF worth $112K as of Q2 2026.
  • GAMMA Investing left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1727 holding.
  • GAMMA Investing first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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