Gladstone Institutional Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $320K | Buy |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $314K | Sell |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $490K | Sell |
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|
2022
Q4 | $959K | Sell |
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|
2022
Q3 | $946K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $3.71M | Sell |
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|
2021
Q3 | $4.2M | Buy |
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|
2021
Q2 | $4.16M | Sell |
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|
2021
Q1 | $4.54M | Buy |
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|
2020
Q4 | $3.33M | Sell |
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|
2020
Q3 | $3.57M | Sell |
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|
2020
Q2 | $6.15M | Buy |
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|
2020
Q1 | $357K | Buy |
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|
2019
Q4 | $365K | Buy |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $320K | Buy |
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|
2019
Q1 | $217K | Buy |
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