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

Wealth Enhancement Advisory Services

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

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

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

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return