Gladstone Institutional Advisory’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,884	Closed	-$263K	–	750
2021 Q4	$263K	Sell	8,884 -353	-4%	-$10.8K	0.02%	506
2021 Q3	$282K	Sell	9,237 -2,787	-23%	-$87.1K	0.03%	442
2021 Q2	$395K	Sell	12,024 -1,228	-9%	-$39.8K	0.05%	340
2021 Q1	$421K	Buy	+13,252	New	+$432K	0.07%	258
2020 Q3	–	Sell	-114,801	Closed	-$2.79M	–	292
2020 Q2	$2.79M	Sell	114,801 -78,363	-41%	-$1.78M	0.71%	35
2020 Q1	$4M	Buy	193,164 +48,868	+34%	+$1.22M	1.03%	25
2019 Q4	$3.95M	Buy	144,296 +3,395	+2%	+$89.5K	0.97%	27
2019 Q3	$3.54M	Buy	140,901 +4,556	+3%	+$116K	0.9%	29
2019 Q2	$3.58M	Buy	136,345 +14,670	+12%	+$380K	1.09%	22
2019 Q1	$3.17M	Buy	+121,675	New	+$3.08M	1.16%	23

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gladstone Institutional Advisory's SCHE Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 8,884 shares — an estimated $263K sold.

Gladstone Institutional Advisory first reported a position in SCHE in Q1 2019 and held it in 10 quarters. The position peaked at $4M in Q1 2020. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Gladstone Institutional Advisory reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 8,884 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $263K.
Gladstone Institutional Advisory first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 10 quarters.
Gladstone Institutional Advisory's Schwab Emerging Markets Equity ETF position peaked at $4M in Q1 2020.
717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.