Gladstone Institutional Advisory’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-46,216	Closed	-$701K	–	294
2020 Q2	$701K	Sell	46,216 -21,372	-32%	-$306K	0.18%	109
2020 Q1	$847K	Buy	67,588 +39,956	+145%	+$598K	0.22%	96
2019 Q4	$436K	Sell	27,632 -288	-1%	-$4.36K	0.11%	152
2019 Q3	$407K	Sell	27,920 -888	-3%	-$12.9K	0.1%	169
2019 Q2	$416K	Buy	28,808 +2,730	+10%	+$38.7K	0.13%	167
2019 Q1	$363K	Buy	+26,078	New	+$349K	0.13%	141

Other funds holding SCHK

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Clearshares New York $133M AUM 10.79% 1-Year Est. Return

Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MWM

Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Gladstone Institutional Advisory's SCHK Position: Q3 2020 in Review

Gladstone Institutional Advisory sold out of Schwab 1000 Index ETF (SCHK) in Q3 2020, closing a stake of 46,216 shares — an estimated $701K sold.

Gladstone Institutional Advisory first reported a position in SCHK in Q1 2019 and held it in 6 quarters. The position peaked at $847K in Q1 2020. 71 funds tracked by Wall St. Rank hold SCHK as of Q3 2020.

Gladstone Institutional Advisory reported no remaining Schwab 1000 Index ETF position as of Q3 2020 after selling out during the quarter.
Gladstone Institutional Advisory sold 46,216 Schwab 1000 Index ETF shares in Q3 2020, an estimated $701K.
Gladstone Institutional Advisory first reported a position in Schwab 1000 Index ETF in Q1 2019 and held it in 6 quarters.
Gladstone Institutional Advisory's Schwab 1000 Index ETF position peaked at $847K in Q1 2020.
71 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.