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Gladstone Institutional Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gladstone Institutional Advisory’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6M Buy
177,273
+27,743
+19% +$919K 0.19% 110
2026
Q1 		$4.36M Buy
149,530
+4,257
+3% +$132K 0.16% 145
2025
Q4 		$4.74M Buy
145,273
+679
+0.5% +$22.1K 0.18% 125
2025
Q3 		$4.61M Buy
144,594
+3,042
+2% +$92.7K 0.18% 127
2025
Q2 		$4.13M Buy
141,552
+2,714
+2% +$71.8K 0.17% 138
2025
Q1 		$3.48M Buy
138,838
+1,170
+0.8% +$32K 0.16% 149
2024
Q4 		$3.84M Sell
137,668
-18,020
-12% -$493K 0.18% 131
2024
Q3 		$4.05M Buy
155,688
+604
+0.4% +$15.2K 0.2% 124
2024
Q2 		$3.91M Sell
155,084
-3,512
-2% -$82.8K 0.2% 134
2024
Q1 		$3.68M Sell
158,596
-4,396
-3% -$97.2K 0.2% 138
2023
Q4 		$3.38M Sell
162,992
-5,224
-3% -$101K 0.19% 138
2023
Q3 		$3.06M Sell
168,216
-113,588
-40% -$2.14M 0.2% 131
2023
Q2 		$5.28M Sell
281,804
-20,784
-7% -$356K 0.32% 84
2023
Q1 		$4.93M Sell
302,588
-2,612
-0.9% -$39.6K 0.32% 78
2022
Q4 		$4.24M Sell
305,200
-15,616
-5% -$225K 0.3% 97
2022
Q3 		$4.48M Sell
320,816
-31,116
-9% -$487K 0.35% 71
2022
Q2 		$5.1M Sell
351,932
-16,688
-5% -$267K 0.4% 53
2022
Q1 		$6.89M Sell
368,620
-19,596
-5% -$357K 0.47% 44
2021
Q4 		$7.95M Sell
388,216
-3,432
-0.9% -$68.6K 0.62% 36
2021
Q3 		$7.25M Sell
391,648
-15,952
-4% -$304K 0.71% 28
2021
Q2 		$7.44M Sell
407,600
-13,728
-3% -$238K 0.88% 23
2021
Q1 		$6.83M Buy
421,328
+60,480
+17% +$984K 1.06% 22
2020
Q4 		$5.79M Buy
360,848
+10,488
+3% +$159K 1.15% 21
2020
Q3 		$5.04M Sell
350,360
-536,912
-61% -$7.48M 1.2% 18
2020
Q2 		$11.3M Sell
887,272
-522,160
-37% -$6.09M 2.86% 5
2020
Q1 		$14M Buy
1,409,432
+312,992
+29% +$3.57M 3.62% 3
2019
Q4 		$12.7M Buy
1,096,440
+17,800
+2% +$196K 3.12% 3
2019
Q3 		$11.3M Buy
1,078,640
+944
+0.1% +$9.95K 2.88% 4
2019
Q2 		$11.2M Buy
1,077,696
+105,832
+11% +$1.08M 3.42% 4
2019
Q1 		$9.65M Buy
+971,864
New +$9.19M 3.54% 4

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q2 2026, buying an estimated $919K and bringing the position to 177,273 shares worth $6M. The position accounts for 0.19% of the portfolio, ranked #110.

Gladstone Institutional Advisory first reported a position in SCHG in Q1 2019 and has held it in 30 quarters since. The position peaked at $14M in Q1 2020. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Gladstone Institutional Advisory held 177,273 shares of Schwab US Large-Cap Growth ETF worth $6M as of Q2 2026.
  • Gladstone Institutional Advisory bought 27,743 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $919K.
  • Schwab US Large-Cap Growth ETF made up 0.19% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #110 holding.
  • Gladstone Institutional Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Schwab US Large-Cap Growth ETF position peaked at $14M in Q1 2020.
  • 883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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