Gladstone Institutional Advisory’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $553K | Buy |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $462K | Buy |
|
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|
2024
Q3 | $397K | Sell |
|
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|
2024
Q2 | $475K | Buy |
|
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|
2024
Q1 | $463K | Sell |
|
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|
2023
Q4 | $1.02M | Buy |
|
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $2.82M | Buy |
|
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|
2023
Q1 | $886K | Buy |
|
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $363K | Buy |
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|
2021
Q3 | $226K | Buy |
|