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

GAMMA Investing’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.5K Buy
3,144
+1,663
+112% +$47.5K ﹤0.01% 1865
2026
Q1 		$38K Hold
1,481
– – ﹤0.01% 2362
2025
Q4 		$39.8K Hold
1,481
– – ﹤0.01% 2219
2025
Q3 		$39K Hold
1,481
– – ﹤0.01% 2158
2025
Q2 		$36.2K Hold
1,481
– – ﹤0.01% 2129
2025
Q1 		$32.7K Hold
1,481
– – ﹤0.01% 2092
2024
Q4 		$34.3K Sell
1,481
-1
-0.1% -$23 ﹤0.01% 1956
2024
Q3 		$33.5K Hold
1,482
– – ﹤0.01% 1767
2024
Q2 		$31.7K Hold
1,482
– – ﹤0.01% 1533
2024
Q1 		$30.6K Buy
1,482
+864
+140% +$17K 0.01% 1356
2023
Q4 		$11.8K Buy
+618
New +$10.9K ﹤0.01% 1819

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

GAMMA Investing's SCHX Position: Q2 2026 in Review

GAMMA Investing increased its Schwab US Large- Cap ETF (SCHX) stake by 112% in Q2 2026, buying an estimated $47.5K and bringing the position to 3,144 shares worth $92.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

GAMMA Investing first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • GAMMA Investing held 3,144 shares of Schwab US Large- Cap ETF worth $92.5K as of Q2 2026.
  • GAMMA Investing bought 1,663 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $47.5K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1865 holding.
  • GAMMA Investing first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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