Gladstone Institutional Advisory’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$304K	Buy	10,973 +449	+4%	+$12.1K	0.01%	735
2026 Q1	$260K	Buy	10,524 +857	+9%	+$21.8K	0.01%	722
2025 Q4	$232K	Sell	9,667 -681	-7%	-$16.2K	0.01%	716
2025 Q3	$241K	Buy	+10,348	New	+$234K	0.01%	713
2024 Q4	–	Sell	-9,744	Closed	-$200K	–	734
2024 Q3	$200K	Buy	+9,744	New	+$193K	0.01%	659
2022 Q4	–	Sell	-14,302	Closed	-$201K	–	680
2022 Q3	$201K	Sell	14,302 -3,898	-21%	-$61.2K	0.02%	590
2022 Q2	$286K	Sell	18,200 -4,112	-18%	-$70K	0.02%	515
2022 Q1	$410K	Sell	22,312 -15,222	-41%	-$283K	0.03%	470
2021 Q4	$729K	Sell	37,534 -2,262	-6%	-$44.4K	0.06%	310
2021 Q3	$770K	Sell	39,796 -10,522	-21%	-$209K	0.08%	256
2021 Q2	$993K	Sell	50,318 -5,712	-10%	-$113K	0.12%	190
2021 Q1	$1.05M	Buy	56,030 +33,432	+148%	+$623K	0.16%	140
2020 Q4	$407K	Sell	22,598 -7,612	-25%	-$128K	0.08%	185
2020 Q3	$474K	Sell	30,210 -822,300	-96%	-$12.9M	0.11%	148
2020 Q2	$12.7M	Sell	852,510 -537,490	-39%	-$7.55M	3.23%	4
2020 Q1	$18M	Buy	1,390,000 +343,408	+33%	+$5.28M	4.63%	2
2019 Q4	$17.6M	Buy	1,046,592 +11,674	+1%	+$192K	4.31%	2
2019 Q3	$16.5M	Buy	1,034,918 +7,962	+0.8%	+$125K	4.19%	2
2019 Q2	$16.5M	Buy	1,026,956 +90,832	+10%	+$1.44M	5.02%	1
2019 Q1	$14.7M	Buy	+936,124	New	+$14.3M	5.38%	1

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Schwab International Equity ETF (SCHF) stake by 4.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 10,973 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #735.

Gladstone Institutional Advisory first reported a position in SCHF in Q1 2019 and has held it in 20 quarters since. The position peaked at $18M in Q1 2020. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Gladstone Institutional Advisory held 10,973 shares of Schwab International Equity ETF worth $304K as of Q2 2026.
Gladstone Institutional Advisory bought 449 Schwab International Equity ETF shares in Q2 2026, an estimated $12.1K.
Schwab International Equity ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #735 holding.
Gladstone Institutional Advisory first reported a position in Schwab International Equity ETF in Q1 2019 and has held it in 20 quarters since.
Gladstone Institutional Advisory's Schwab International Equity ETF position peaked at $18M in Q1 2020.
1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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