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 Q2	$9.99M	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	$7.67M	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	1.06%	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	$9.78M	Buy	+535,974	New	+$9.51M	3.59%	3

Other funds holding SCHV

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q2 2026, buying an estimated $1M and bringing the position to 286,956 shares worth $9.99M. The position accounts for 0.32% of the portfolio, ranked #67.

Gladstone Institutional Advisory first reported a position in SCHV in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.4M in Q4 2019. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Gladstone Institutional Advisory held 286,956 shares of Schwab US Large-Cap Value ETF worth $9.99M as of Q2 2026.
Gladstone Institutional Advisory bought 30,358 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1M.
Schwab US Large-Cap Value ETF made up 0.32% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #67 holding.
Gladstone Institutional Advisory first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
Gladstone Institutional Advisory's Schwab US Large-Cap Value ETF position peaked at $12.4M in Q4 2019.
506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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