GAMMA Investing’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

GAMMA Investing’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$241K	Hold	7,223	–	–	0.01%	1196
2026 Q2	$251K	Hold	7,223	–	–	0.01%	1096
2026 Q1	$220K	Hold	7,223	–	–	0.01%	1043
2025 Q4	$214K	Hold	7,223	–	–	0.01%	986
2025 Q3	$210K	Hold	7,223	–	–	0.01%	945
2025 Q2	$200K	Sell	7,223 -1,497	-17%	-$39.3K	0.01%	924
2025 Q1	$232K	Sell	8,720 -15	-0.2%	-$403	0.02%	700
2024 Q4	$228K	Sell	8,735 -40	-0.5%	-$1.08K	0.02%	628
2024 Q3	$235K	Hold	8,775	–	–	0.02%	549
2024 Q2	$217K	Buy	8,775 +6,090	+227%	+$150K	0.03%	476
2024 Q1	$68K	Buy	2,685 +78	+3%	+$1.87K	0.01%	836
2023 Q4	$61.1K	Buy	+2,607	New	+$57K	0.02%	783

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

GAMMA Investing's SCHV Position: Q3 2026 in Review

GAMMA Investing held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 7,223 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #1196.

GAMMA Investing first reported a position in SCHV in Q4 2023 and has held it in 12 quarters since. The position peaked at $251K in Q2 2026. 117 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

GAMMA Investing held 7,223 shares of Schwab US Large-Cap Value ETF worth $241K as of Q3 2026.
GAMMA Investing left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1196 holding.
GAMMA Investing first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Schwab US Large-Cap Value ETF position peaked at $251K in Q2 2026.
117 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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