GI
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GAMMA Investing’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GAMMA Investing’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$370K Hold
11,366
– – 0.01% 885
2026
Q2 		$360K Hold
11,366
– – 0.01% 837
2026
Q1 		$349K Buy
11,366
+2,779
+32% +$84.3K 0.02% 754
2025
Q4 		$236K Buy
8,587
+1,956
+29% +$53.2K 0.01% 921
2025
Q3 		$181K Sell
6,631
-222
-3% -$6.06K 0.01% 1047
2025
Q2 		$182K Sell
6,853
-1,847
-21% -$48.2K 0.01% 979
2025
Q1 		$243K Sell
8,700
-1,053
-11% -$29.4K 0.02% 679
2024
Q4 		$266K Hold
9,753
– – 0.02% 585
2024
Q3 		$275K Buy
9,753
+3,534
+57% +$96.3K 0.03% 493
2024
Q2 		$161K Buy
6,219
+1,989
+47% +$51.8K 0.02% 574
2024
Q1 		$114K Hold
4,230
– – 0.02% 597
2023
Q4 		$107K Buy
+4,230
New +$101K 0.03% 513

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

GAMMA Investing's SCHD Position: Q3 2026 in Review

GAMMA Investing held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 11,366 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #885.

GAMMA Investing first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. 126 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • GAMMA Investing held 11,366 shares of Schwab US Dividend Equity ETF worth $370K as of Q3 2026.
  • GAMMA Investing left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #885 holding.
  • GAMMA Investing first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 126 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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