Gladstone Institutional Advisory’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
6,062
+925
| +18% | +$84.4K | 0.02% | 471 |
|
|
2025
Q1 | $402K | Sell |
5,137
-1,110
| -18% | -$86.9K | 0.02% | 523 |
|
|
2024
Q4 | $462K | Buy |
6,247
+124
| +2% | +$9.18K | 0.02% | 487 |
|
|
2024
Q3 | $397K | Sell |
6,123
-328
| -5% | -$21.3K | 0.02% | 510 |
|
|
2024
Q2 | $475K | Buy |
6,451
+51
| +0.8% | +$3.76K | 0.02% | 433 |
|
|
2024
Q1 | $463K | Sell |
6,400
-8,475
| -57% | -$613K | 0.03% | 427 |
|
|
2023
Q4 | $1.02M | Buy |
14,875
+4,622
| +45% | +$318K | 0.06% | 282 |
|
|
2023
Q3 | $563K | Sell |
10,253
-39,544
| -79% | -$2.17M | 0.04% | 367 |
|
|
2023
Q2 | $2.82M | Buy |
49,797
+32,890
| +195% | +$1.86M | 0.17% | 152 |
|
|
2023
Q1 | $886K | Buy |
16,907
+13,388
| +380% | +$701K | 0.06% | 309 |
|
|
2022
Q4 | $293K | Sell |
3,519
-265
| -7% | -$22.1K | 0.02% | 503 |
|
|
2022
Q3 | $272K | Sell |
3,784
-106
| -3% | -$7.62K | 0.02% | 522 |
|
|
2022
Q2 | $246K | Sell |
3,890
-763
| -16% | -$48.3K | 0.02% | 554 |
|
|
2022
Q1 | $392K | Buy |
4,653
+332
| +8% | +$28K | 0.03% | 481 |
|
|
2021
Q4 | $363K | Buy |
4,321
+1,214
| +39% | +$102K | 0.03% | 438 |
|
|
2021
Q3 | $226K | Buy |
+3,107
| New | +$226K | 0.02% | 491 |
|