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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

GAMMA Investing's SCHV Position: Q2 2026 in Review

GAMMA Investing held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 7,223 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #1096.

GAMMA Investing first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

GAMMA Investing held 7,223 shares of Schwab US Large-Cap Value ETF worth $251K as of Q2 2026.
GAMMA Investing left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1096 holding.
GAMMA Investing first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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