Gladstone Institutional Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gladstone Institutional Advisory’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.89M	Buy	154,144 +10,646	+7%	+$338K	0.15%	139
2026 Q1	$4.4M	Buy	143,498 +6,644	+5%	+$202K	0.16%	143
2025 Q4	$3.75M	Buy	136,854 +796	+0.6%	+$21.6K	0.14%	157
2025 Q3	$3.71M	Sell	136,058 -7,049	-5%	-$192K	0.14%	156
2025 Q2	$3.79M	Sell	143,107 -2,745	-2%	-$71.7K	0.16%	149
2025 Q1	$4.08M	Buy	145,852 +5,459	+4%	+$152K	0.19%	127
2024 Q4	$3.84M	Buy	140,393 +23,096	+20%	+$657K	0.18%	132
2024 Q3	$3.3M	Buy	117,297 +26,994	+30%	+$735K	0.16%	152
2024 Q2	$2.34M	Buy	90,303 +4,182	+5%	+$109K	0.12%	197
2024 Q1	$2.31M	Buy	86,121 +5,175	+6%	+$134K	0.13%	191
2023 Q4	$2.05M	Buy	80,946 +13,371	+20%	+$319K	0.12%	200
2023 Q3	$1.59M	Buy	67,575 +29,127	+76%	+$715K	0.1%	207
2023 Q2	$931K	Sell	38,448 -915	-2%	-$21.9K	0.06%	291
2023 Q1	$960K	Buy	39,363 +1,059	+3%	+$26.5K	0.06%	294
2022 Q4	$964K	Buy	38,304 +2,109	+6%	+$52.1K	0.07%	283
2022 Q3	$801K	Buy	36,195 +561	+2%	+$13.6K	0.06%	310
2022 Q2	$851K	Sell	35,634 -31,314	-47%	-$797K	0.07%	305
2022 Q1	$1.76M	Buy	66,948 +6,090	+10%	+$159K	0.12%	201
2021 Q4	$1.64M	Buy	60,858 +34,881	+134%	+$906K	0.13%	214
2021 Q3	$643K	Buy	25,977 +324	+1%	+$8.23K	0.06%	277
2021 Q2	$647K	Buy	25,653 +282	+1%	+$7.12K	0.08%	252
2021 Q1	$617K	Buy	25,371 +6,351	+33%	+$144K	0.1%	207
2020 Q4	$407K	Buy	19,020 +5,400	+40%	+$109K	0.08%	184
2020 Q3	$251K	Buy	+13,620	New	+$251K	0.06%	228

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.4% in Q2 2026, buying an estimated $338K and bringing the position to 154,144 shares worth $4.89M. The position accounts for 0.15% of the portfolio, ranked #139.

Gladstone Institutional Advisory first reported a position in SCHD in Q3 2020 and has held it in 24 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Gladstone Institutional Advisory held 154,144 shares of Schwab US Dividend Equity ETF worth $4.89M as of Q2 2026.
Gladstone Institutional Advisory bought 10,646 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $338K.
Schwab US Dividend Equity ETF made up 0.15% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #139 holding.
Gladstone Institutional Advisory first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 24 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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