Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Gladstone Institutional Advisory’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.9M Buy
296,181
+9,225
+3% +$317K 0.28% 71
2026
Q2 		$10M Buy
286,956
+30,358
+12% +$1M 0.32% 67
2026
Q1 		$7.83M Buy
256,598
+2,878
+1% +$89.7K 0.29% 73
2025
Q4 		$7.51M Buy
253,720
+503
+0.2% +$14.7K 0.28% 78
2025
Q3 		$7.37M Sell
253,217
-310
-0.1% -$8.81K 0.28% 75
2025
Q2 		$7.02M Buy
253,527
+7,897
+3% +$208K 0.29% 78
2025
Q1 		$6.53M Sell
245,630
-282
-0.1% -$7.57K 0.3% 80
2024
Q4 		$6.41M Sell
245,912
-5,794
-2% -$156K 0.3% 78
2024
Q3 		$6.74M Sell
251,706
-2,721
-1% -$69.9K 0.33% 76
2024
Q2 		$6.28M Sell
254,427
-8,874
-3% -$219K 0.33% 77
2024
Q1 		$6.67M Sell
263,301
-4,578
-2% -$110K 0.37% 67
2023
Q4 		$6.26M Sell
267,879
-3,693
-1% -$80.8K 0.35% 72
2023
Q3 		$5.84M Sell
271,572
-58,587
-18% -$1.32M 0.38% 65
2023
Q2 		$7.38M Sell
330,159
-10,461
-3% -$228K 0.45% 48
2023
Q1 		$7.45M Sell
340,620
-2,115
-0.6% -$47K 0.48% 43
2022
Q4 		$7.54M Sell
342,735
-10,764
-3% -$233K 0.53% 35
2022
Q3 		$6.89M Sell
353,499
-14,886
-4% -$320K 0.54% 33
2022
Q2 		$7.66M Sell
368,385
-22,161
-6% -$497K 0.61% 26
2022
Q1 		$9.29M Sell
390,546
-21,468
-5% -$508K 0.63% 28
2021
Q4 		$10.1M Buy
412,014
+26,046
+7% +$617K 0.78% 21
2021
Q3 		$8.68M Sell
385,968
-3,945
-1% -$91.3K 0.85% 19
2021
Q2 		$8.89M Sell
389,913
-34,611
-8% -$785K 1.07% 15
2021
Q1 		$9.24M Buy
424,524
+54,399
+15% +$1.13M 1.44% 12
2020
Q4 		$7.34M Buy
370,125
+15,354
+4% +$287K 1.46% 15
2020
Q3 		$6.17M Sell
354,771
-174,552
-33% -$3.05M 1.47% 14
2020
Q2 		$8.84M Sell
529,323
-289,509
-35% -$4.73M 2.25% 10
2020
Q1 		$12.1M Buy
818,832
+198,087
+32% +$3.63M 3.12% 4
2019
Q4 		$12.4M Buy
620,745
+13,959
+2% +$270K 3.05% 4
2019
Q3 		$11.5M Buy
606,786
+6,873
+1% +$129K 2.92% 3
2019
Q2 		$11.2M Buy
599,913
+63,939
+12% +$1.18M 3.42% 3
2019
Q1 		$9.8M Buy
+535,974
New +$9.5M 3.59% 3

Other funds holding SCHV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gladstone Institutional Advisory's SCHV Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.2% in Q3 2026, buying an estimated $317K and bringing the position to 296,181 shares worth $9.9M. The position accounts for 0.28% of the portfolio, ranked #71.

Gladstone Institutional Advisory first reported a position in SCHV in Q1 2019 and has held it in 31 quarters since. The position peaked at $12.4M in Q4 2019. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Gladstone Institutional Advisory held 296,181 shares of Schwab US Large-Cap Value ETF worth $9.9M as of Q3 2026.
  • Gladstone Institutional Advisory bought 9,225 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $317K.
  • Schwab US Large-Cap Value ETF made up 0.28% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #71 holding.
  • Gladstone Institutional Advisory first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's Schwab US Large-Cap Value ETF position peaked at $12.4M in Q4 2019.
  • 905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.