GAMMA Investing’s Schwab 1000 Index ETF SCHK Stock Holding History

GAMMA Investing’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$662K	Hold	18,364	–	–	0.02%	537
2026 Q1	$575K	Hold	18,364	–	–	0.03%	522
2025 Q4	$602K	Hold	18,364	–	–	0.03%	467
2025 Q3	$590K	Hold	18,364	–	–	0.03%	454
2025 Q2	$548K	Hold	18,364	–	–	0.03%	448
2025 Q1	$494K	Hold	18,364	–	–	0.04%	423
2024 Q4	$520K	Hold	18,364	–	–	0.04%	350
2024 Q3	$508K	Hold	18,364	–	–	0.05%	332
2024 Q2	$480K	Buy	+18,364	New	+$464K	0.07%	268

Other funds holding SCHK

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

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

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

GAMMA Investing's SCHK Position: Q2 2026 in Review

GAMMA Investing held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 18,364 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #537.

GAMMA Investing first reported a position in SCHK in Q2 2024 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

GAMMA Investing held 18,364 shares of Schwab 1000 Index ETF worth $662K as of Q2 2026.
GAMMA Investing left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #537 holding.
GAMMA Investing first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 9 quarters since.
83 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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