Gemmer Asset Management LLC Purchases in Q2 2025

Gemmer Asset Management LLC

  • $1.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
357K
+ 7.97%
$17.76 - $22.1 $6.35M - $7.9M
4.84M $107M
NVDA
Nvidia Corp

Technology
3.7K
+ 1.24%
$94.31 - $157.99 $349K - $584K
301K $47.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
131K
+ 3.04%
$23.55 - $27.67 $3.09M - $3.63M
4.44M $123M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.38K
+ 0.35%
$22.27 - $29.21 $142K - $186K
1.83M $53.6M
NOW
Service Now, Inc.

Technology
140
+ 0.59%
$721.65 - $1040.18 $101K - $146K
24.1K $24.7M
VEA
Vanguard Ftse Developed Market

ETFs
12.8K
+ 1.65%
$45.65 - $57.01 $584K - $730K
787K $44.9M
FNDX
Schwab Fundamental U S Large C

ETFs
72.7K
+ 2.85%
$20.84 - $24.54 $1.51M - $1.78M
2.62M $64.3M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
46.1K
+ 11.47%
$38.59 - $47.36 $1.78M - $2.19M
448K $21.2M
IGV
Ishares Expanded Tech Software

ETFs
13.4K
+ 13.0%
$80.15 - $109.5 $1.08M - $1.47M
117K $12.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
35.7K
+ 5.55%
$77.74 - $78.78 $2.78M - $2.82M
680K $53.5M
VUG
Vanguard Growth ETF

ETFs
830
+ 2.35%
$329.49 - $438.4 $273K - $364K
36.2K $15.8M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
6.74K
+ 1.68%
$40.79 - $50.93 $275K - $343K
407K $20.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
29.4K
+ 7.51%
$24.94 - $31.15 $732K - $915K
421K $13.1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.88K
+ 1.46%
$91.62 - $116.16 $172K - $218K
130K $15.1M
SPSB
Spdr Portfolio Short Term Corp

ETFs
60.1K
+ 5.96%
$29.82 - $30.19 $1.79M - $1.81M
1.07M $32.3M
VO
Vanguard Mid Cap ETF

ETFs
1.81K
+ 3.96%
$228.54 - $279.83 $414K - $507K
47.6K $13.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
24.3K
+ 10.4%
$24.38 - $30.18 $592K - $733K
258K $7.77M
VB
Vanguard Small Cap ETF

ETFs
839
+ 1.17%
$193.73 - $237.37 $163K - $199K
72.5K $17.2M
MU
Micron Technology Inc

Technology
685
+ 2.22%
$64.72 - $127.91 $44.3K - $87.6K
31.6K $3.89M
FNDA
Schwab Fundamental U S Small C

ETFs
13.6K
+ 2.24%
$23.85 - $28.69 $325K - $391K
621K $17.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.7K
+ 4.21%
$29.12 - $35.84 $311K - $383K
264K $9.48M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.23K
+ 2.63%
$29.36 - $35.56 $242K - $293K
321K $11.4M
EEM
Ishares Msci Emerging Markets

ETFs
23.4K
New
$38.52 - $48.28 $900K - $1.13M
23.4K $1.13M
VTV
Vanguard Value ETF

ETFs
2.79K
+ 3.17%
$153.67 - $176.74 $429K - $493K
90.8K $16M
UPST
Upstart Holdings, Inc.

Financial Services
7.86K
+ 43.27%
$34.8 - $64.85 $273K - $510K
26K $1.68M
ORCL
Oracle Corp

Technology
408
+ 5.34%
$122.82 - $218.63 $50.1K - $89.2K
8.04K $1.76M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.9K
+ 5.37%
$75.05 - $77.34 $518K - $534K
136K $10.5M
AMZN
Amazon Com Inc

Consumer Cyclical
684
+ 4.37%
$167.32 - $223.3 $114K - $153K
16.4K $3.59M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
8.94K
New
$52.84 - $65.52 $472K - $586K
8.94K $585K
EFA
Ishares Tr Msci Eafe ETF

ETFs
914
+ 1.84%
$72.96 - $90.39 $66.7K - $82.6K
50.5K $4.51M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.04K
+ 4.29%
$30.53 - $40.65 $62.2K - $82.8K
49.5K $2.01M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
10.7K
+ 58.56%
$23.87 - $29.82 $255K - $319K
28.9K $862K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.46K
+ 3.11%
$56.84 - $65.5 $140K - $161K
81.4K $5.33M
IRBO
Ishares Robotics & Artificial

ETFs
9.56K
+ 148.28%
N/A
16K $513K
TSLA
Tesla, Inc.

Consumer Cyclical
175
+ 4.12%
$221.86 - $362.89 $38.8K - $63.5K
4.42K $1.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.41K
New
$166.82 - $194.23 $235K - $273K
1.41K $273K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
934
+ 1.76%
$39.89 - $49.46 $37.3K - $46.2K
53.9K $2.67M
JPM
Jpmorgan Chase & CO

Financial Services
241
+ 5.62%
$210.28 - $289.91 $50.7K - $69.9K
4.53K $1.31M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.64K
New
$55.54 - $69.09 $202K - $251K
3.64K $251K
PFE
Pfizer Inc

Healthcare
10.2K
New
$21.59 - $24.84 $221K - $254K
10.2K $247K
VTI
Vanguard Total Stock Market Et

ETFs
57
+ 0.78%
$243.75 - $303.93 $13.9K - $17.3K
7.34K $2.23M
GS
Goldman Sachs Group Inc

Financial Services
324
New
$462.22 - $707.75 $150K - $229K
324 $229K
MSTR
Microstrategy Inc

Technology
551
New
$237.95 - $421.61 $131K - $232K
551 $222K
IWF
Ishares Russell 1000 Gr ETF

ETFs
388
+ 43.3%
$320.42 - $424.58 $124K - $165K
1.28K $541K
SPYG
Spdr Portfolio

ETFs
2.28K
New
$71.83 - $95.32 $163K - $217K
2.28K $216K
MELI
Mercadolibre Inc

Consumer Cyclical
81
New
$1794.73 - $2613.63 $145K - $212K
81 $211K
CRWD
Crowd Strike Holdings, Inc.

Technology
414
New
$321.63 - $509.31 $133K - $211K
414 $210K
HON
Honeywell International Inc

Industrials
864
New
$182.86 - $232.88 $158K - $201K
864 $201K
AMD
Advanced Micro Devices Inc

Technology
676
+ 27.28%
$78.21 - $143.81 $52.9K - $97.2K
3.15K $447K
Activity Summary
Buys All Purchases 104 New Holdings 14 Increased Positions 90 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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