Gladstone Institutional Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.71M | Sell |
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|
2025
Q2 | $3.79M | Sell |
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|
2025
Q1 | $4.08M | Buy |
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|
2024
Q4 | $3.84M | Buy |
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|
2024
Q3 | $3.3M | Buy |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $931K | Sell |
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|
2023
Q1 | $960K | Buy |
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|
2022
Q4 | $964K | Buy |
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|
2022
Q3 | $801K | Buy |
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|
2022
Q2 | $851K | Sell |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $617K | Buy |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | $251K | Buy |
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