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 Q3	$673K	Hold	18,364	–	–	0.02%	567
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 $1.66B AUM 13.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

GAMMA Investing's SCHK Position: Q3 2026 in Review

GAMMA Investing held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2026 at 18,364 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #567.

GAMMA Investing first reported a position in SCHK in Q2 2024 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

GAMMA Investing held 18,364 shares of Schwab 1000 Index ETF worth $673K as of Q3 2026.
GAMMA Investing left its Schwab 1000 Index ETF share count unchanged in Q3 2026.
Schwab 1000 Index ETF made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #567 holding.
GAMMA Investing first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 10 quarters since.
15 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

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