Gladstone Institutional Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Buy |
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|
2025
Q1 | $6.53M | Sell |
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|
2024
Q4 | $6.41M | Sell |
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|
2024
Q3 | $6.74M | Sell |
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|
2024
Q2 | $6.28M | Sell |
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|
2024
Q1 | $6.67M | Sell |
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|
2023
Q4 | $6.26M | Sell |
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|
2023
Q3 | $5.84M | Sell |
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|
2023
Q2 | $7.38M | Sell |
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|
2023
Q1 | $7.45M | Sell |
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|
2022
Q4 | $7.54M | Sell |
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|
2022
Q3 | $6.89M | Sell |
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|
2022
Q2 | $7.67M | Sell |
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|
2022
Q1 | $9.29M | Sell |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $8.68M | Sell |
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|
2021
Q2 | $8.89M | Sell |
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|
2021
Q1 | $9.24M | Buy |
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|
2020
Q4 | $7.34M | Buy |
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|
2020
Q3 | $6.17M | Sell |
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|
2020
Q2 | $8.84M | Sell |
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|
2020
Q1 | $12.1M | Buy |
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|
2019
Q4 | $12.4M | Buy |
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|
2019
Q3 | $11.5M | Buy |
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|
2019
Q2 | $11.2M | Buy |
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|
2019
Q1 | $9.78M | Buy |
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