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

Gladstone Institutional Advisory’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20M Sell
778,858
-1,344
-0.2% -$36.1K 0.74% 27
2025
Q4 		$21M Sell
780,202
-5,522
-0.7% -$147K 0.79% 26
2025
Q3 		$20.7M Sell
785,724
-10,562
-1% -$268K 0.8% 25
2025
Q2 		$19.5M Buy
796,286
+65,090
+9% +$1.47M 0.8% 26
2025
Q1 		$16.1M Sell
731,196
-30,534
-4% -$711K 0.75% 26
2024
Q4 		$17.7M Buy
761,730
+22,680
+3% +$529K 0.82% 27
2024
Q3 		$16.7M Buy
739,050
+302,112
+69% +$6.58M 0.82% 24
2024
Q2 		$9.36M Buy
436,938
+19,329
+5% +$399K 0.49% 40
2024
Q1 		$8.64M Buy
417,609
+26,661
+7% +$525K 0.47% 43
2023
Q4 		$7.35M Buy
390,948
+16,308
+4% +$286K 0.41% 54
2023
Q3 		$6.32M Buy
374,640
+33,852
+10% +$594K 0.41% 56
2023
Q2 		$5.95M Buy
340,788
+293,391
+619% +$4.84M 0.36% 70
2023
Q1 		$764K Sell
47,397
-1,398
-3% -$22K 0.05% 335
2022
Q4 		$734K Sell
48,795
-12,291
-20% -$186K 0.05% 331
2022
Q3 		$862K Sell
61,086
-1,332
-2% -$20.9K 0.07% 295
2022
Q2 		$929K Sell
62,418
-5,727
-8% -$92.8K 0.07% 285
2022
Q1 		$1.22M Buy
68,145
+1,965
+3% +$34.8K 0.08% 260
2021
Q4 		$1.25M Buy
+66,180
New +$1.22M 0.1% 240

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Gladstone Institutional Advisory's SCHX Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.17% in Q1 2026, selling an estimated $36.1K and leaving 778,858 shares worth $20M. The position accounts for 0.74% of the portfolio, ranked #27.

Gladstone Institutional Advisory first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $21M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Gladstone Institutional Advisory held 778,858 shares of Schwab US Large- Cap ETF worth $20M as of Q1 2026.
  • Gladstone Institutional Advisory sold 1,344 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $36.1K.
  • Schwab US Large- Cap ETF made up 0.74% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #27 holding.
  • Gladstone Institutional Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's Schwab US Large- Cap ETF position peaked at $21M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.