Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,151,157
+$796,970 QoQ
Shares Held
55,827
+20.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#637
of 2,304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GAMMA Investing LLC holds $32,857,365 across 42 Capital Markets names. SCHW ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,612 | $10,732,658 | |
| 2 | MS |
Morgan Stanley
|
39,630 | $8,284,255 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
55,827 | $5,151,157 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
19,825 | $1,988,051 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
14,396 | $1,253,027 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
8,140 | $1,091,818 | |
| 7 | SF |
Stifel Financial Corp
|
10,492 | $732,026 | |
| 8 | EVR |
Evercore Inc.
|
1,597 | $545,279 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,151,157 | 55,827 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $4,354,187 | 46,331 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $3,794,881 | 37,983 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $3,345,364 | 35,041 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $2,942,763 | 32,253 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $2,123,110 | 27,122 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,565,237 | 21,149 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $1,180,254 | 18,211 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $1,341,526 | 18,205 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $989,900 | 13,684 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $792,782 | 11,523 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||