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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
Q3 		$283K Buy
9,443
+6,299
+200% +$189K 0.01% 1072
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

GAMMA Investing's SCHX Position: Q3 2026 in Review

GAMMA Investing increased its Schwab US Large- Cap ETF (SCHX) stake by 200% in Q3 2026, buying an estimated $189K and bringing the position to 9,443 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #1072.

GAMMA Investing first reported a position in SCHX in Q4 2023 and has held it in 12 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • GAMMA Investing held 9,443 shares of Schwab US Large- Cap ETF worth $283K as of Q3 2026.
  • GAMMA Investing bought 6,299 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $189K.
  • Schwab US Large- Cap ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1072 holding.
  • GAMMA Investing first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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