Gladstone Institutional Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
796,286
+65,090
| +9% | +$1.59M | 0.8% | 26 |
|
|
2025
Q1 | $16.1M | Sell |
731,196
-30,534
| -4% | -$674K | 0.75% | 26 |
|
|
2024
Q4 | $17.7M | Buy |
761,730
+22,680
| +3% | +$526K | 0.82% | 27 |
|
|
2024
Q3 | $16.7M | Buy |
739,050
+302,112
| +69% | +$6.83M | 0.82% | 24 |
|
|
2024
Q2 | $9.36M | Buy |
436,938
+19,329
| +5% | +$414K | 0.49% | 40 |
|
|
2024
Q1 | $8.64M | Buy |
417,609
+26,661
| +7% | +$552K | 0.47% | 43 |
|
|
2023
Q4 | $7.35M | Buy |
390,948
+16,308
| +4% | +$307K | 0.41% | 54 |
|
|
2023
Q3 | $6.32M | Buy |
374,640
+33,852
| +10% | +$571K | 0.41% | 56 |
|
|
2023
Q2 | $5.95M | Buy |
340,788
+293,391
| +619% | +$5.12M | 0.36% | 70 |
|
|
2023
Q1 | $764K | Sell |
47,397
-1,398
| -3% | -$22.5K | 0.05% | 335 |
|
|
2022
Q4 | $734K | Sell |
48,795
-12,291
| -20% | -$185K | 0.05% | 331 |
|
|
2022
Q3 | $862K | Sell |
61,086
-1,332
| -2% | -$18.8K | 0.07% | 295 |
|
|
2022
Q2 | $929K | Sell |
62,418
-5,727
| -8% | -$85.2K | 0.07% | 285 |
|
|
2022
Q1 | $1.22M | Buy |
68,145
+1,965
| +3% | +$35.3K | 0.08% | 260 |
|
|
2021
Q4 | $1.26M | Buy |
+66,180
| New | +$1.26M | 0.1% | 240 |
|