Gladstone Institutional Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.7M | Sell |
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|
2025
Q2 | $19.5M | Buy |
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|
2025
Q1 | $16.1M | Sell |
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|
2024
Q4 | $17.7M | Buy |
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|
2024
Q3 | $16.7M | Buy |
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|
2024
Q2 | $9.36M | Buy |
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|
2024
Q1 | $8.64M | Buy |
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|
2023
Q4 | $7.35M | Buy |
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|
2023
Q3 | $6.32M | Buy |
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|
2023
Q2 | $5.95M | Buy |
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|
2023
Q1 | $764K | Sell |
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|
2022
Q4 | $734K | Sell |
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|
2022
Q3 | $862K | Sell |
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|
2022
Q2 | $929K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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