GAMMA Investing LLC

Position in SCHW — Schwab Charles Corp

CIK 2010235 FOSTER CITY, CA

Position in SCHW

as of Mar 31, 2026 · filed Apr 6, 2026 Compact

Position Value

$4,354,187

+$559,306 QoQ

Shares Held

46,331

+22.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

GAMMA Investing LLC holds $24,797,736 across 41 Capital Markets names. SCHW ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,561	$8,088,510
2	MS	Morgan Stanley	35,107	$5,777,558
3	SCHW	Schwab Charles Corp This page	46,331	$4,354,187
4	HOOD	Robinhood Markets, Inc.	14,553	$1,008,522
5	HLI	Houlihan Lokey, Inc.	6,559	$942,003
6	IBKR	Interactive Brokers Group, Inc.	12,708	$852,325
7	SF	Stifel Financial Corp	10,180	$752,505
8	EVR	Evercore Inc.	1,449	$432,540

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,354,187	46,331	+22.0%	Shares	Defined	2026-04-06
2025-12-31	$3,794,881	37,983	+8.4%	Shares	Defined	2026-01-05
2025-09-30	$3,345,364	35,041	+8.6%	Shares	Defined	2025-10-02
2025-06-30	$2,942,763	32,253	+18.9%	Shares	Defined	2025-07-14
2025-03-31	$2,123,110	27,122	+28.2%	Shares	Defined	2025-04-15
2024-12-31	$1,565,237	21,149	+16.1%	Shares	Defined	2025-01-03
2024-09-30	$1,180,254	18,211	+0.0%	Shares	Defined	2024-10-07
2024-06-30	$1,341,526	18,205	+33.0%	Shares	Defined	2024-07-02
2024-03-31	$989,900	13,684	+18.8%	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.