GAMMA Investing’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

GAMMA Investing’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.6K	Buy	2,145 +336	+19%	+$11.1K	﹤0.01%	2052
2026 Q1	$52.7K	Buy	1,809 +1,741	+2,560%	+$54.1K	﹤0.01%	2142
2025 Q4	$2.22K	Hold	68	–	–	﹤0.01%	3567
2025 Q3	$2.17K	Hold	68	–	–	﹤0.01%	3431
2025 Q2	$1.99K	Hold	68	–	–	﹤0.01%	3407
2025 Q1	$1.7K	Hold	68	–	–	﹤0.01%	3450
2024 Q4	$1.9K	Hold	68	–	–	﹤0.01%	3237
2024 Q3	$1.77K	Hold	68	–	–	﹤0.01%	3111
2024 Q2	$1.71K	Hold	68	–	–	﹤0.01%	2927
2024 Q1	$1.58K	Buy	+68	New	+$1.5K	﹤0.01%	2824

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing's SCHG Position: Q2 2026 in Review

GAMMA Investing increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,145 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

GAMMA Investing first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

GAMMA Investing held 2,145 shares of Schwab US Large-Cap Growth ETF worth $72.6K as of Q2 2026.
GAMMA Investing bought 336 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $11.1K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2052 holding.
GAMMA Investing first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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