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Gladstone Institutional Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Gladstone Institutional Advisory’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$551K Buy
15,240
+402
+3% +$13.3K 0.02% 559
2026
Q1 		$432K Buy
14,838
+3,735
+34% +$112K 0.02% 572
2025
Q4 		$316K Sell
11,103
-373
-3% -$10.5K 0.01% 618
2025
Q3 		$320K Buy
11,476
+1,067
+10% +$28.5K 0.01% 625
2025
Q2 		$263K Sell
10,409
-3,600
-26% -$85.1K 0.01% 635
2025
Q1 		$328K Buy
14,009
+3,172
+29% +$80.8K 0.02% 563
2024
Q4 		$280K Sell
10,837
-1,373
-11% -$36.5K 0.01% 604
2024
Q3 		$314K Sell
12,210
-2,834
-19% -$70.4K 0.02% 566
2024
Q2 		$357K Buy
15,044
+6,172
+70% +$146K 0.02% 502
2024
Q1 		$218K Sell
8,872
-940
-10% -$22K 0.01% 588
2023
Q4 		$232K Sell
9,812
-3,496
-26% -$73.7K 0.01% 589
2023
Q3 		$276K Buy
13,308
+26
+0.2% +$571 0.02% 510
2023
Q2 		$291K Sell
13,282
-10,078
-43% -$210K 0.02% 528
2023
Q1 		$490K Sell
23,360
-24,010
-51% -$516K 0.03% 406
2022
Q4 		$959K Sell
47,370
-2,694
-5% -$55.2K 0.07% 284
2022
Q3 		$946K Sell
50,064
-1,902
-4% -$39.8K 0.07% 278
2022
Q2 		$1.01M Sell
51,966
-246
-0.5% -$5.26K 0.08% 268
2022
Q1 		$1.24M Sell
52,212
-92,524
-64% -$2.18M 0.08% 257
2021
Q4 		$3.71M Sell
144,736
-23,180
-14% -$600K 0.29% 100
2021
Q3 		$4.2M Buy
167,916
+8,020
+5% +$204K 0.41% 65
2021
Q2 		$4.16M Sell
159,896
-22,136
-12% -$566K 0.49% 54
2021
Q1 		$4.54M Buy
182,032
+32,380
+22% +$796K 0.71% 35
2020
Q4 		$3.33M Sell
149,652
-59,560
-28% -$1.19M 0.66% 38
2020
Q3 		$3.57M Sell
209,212
-167,068
-44% -$2.88M 0.85% 29
2020
Q2 		$6.15M Buy
376,280
+348,584
+1,259% +$5.22M 1.56% 19
2020
Q1 		$357K Buy
27,696
+8,372
+43% +$142K 0.09% 171
2019
Q4 		$365K Buy
19,324
+2,900
+18% +$52.5K 0.09% 168
2019
Q3 		$286K Sell
16,424
-1,488
-8% -$26.3K 0.07% 215
2019
Q2 		$320K Buy
17,912
+5,504
+44% +$97.3K 0.1% 190
2019
Q1 		$217K Buy
+12,408
New +$212K 0.08% 194

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Gladstone Institutional Advisory's SCHA Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.7% in Q2 2026, buying an estimated $13.3K and bringing the position to 15,240 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #559.

Gladstone Institutional Advisory first reported a position in SCHA in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.15M in Q2 2020. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Gladstone Institutional Advisory held 15,240 shares of Schwab U.S Small- Cap ETF worth $551K as of Q2 2026.
  • Gladstone Institutional Advisory bought 402 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $13.3K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #559 holding.
  • Gladstone Institutional Advisory first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Schwab U.S Small- Cap ETF position peaked at $6.15M in Q2 2020.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.