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 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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

GAMMA Investing's SCHD Position: Q2 2026 in Review

GAMMA Investing held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 11,366 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #837.

GAMMA Investing first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

GAMMA Investing held 11,366 shares of Schwab US Dividend Equity ETF worth $360K as of Q2 2026.
GAMMA Investing left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #837 holding.
GAMMA Investing first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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