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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
Q2 		$22.8M Sell
773,669
-5,189
-0.7% -$148K 0.72% 28
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 $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Gladstone Institutional Advisory's SCHX Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.67% in Q2 2026, selling an estimated $148K and leaving 773,669 shares worth $22.8M. The position accounts for 0.72% of the portfolio, ranked #28.

Gladstone Institutional Advisory first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Gladstone Institutional Advisory held 773,669 shares of Schwab US Large- Cap ETF worth $22.8M as of Q2 2026.
  • Gladstone Institutional Advisory sold 5,189 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $148K.
  • Schwab US Large- Cap ETF made up 0.72% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #28 holding.
  • Gladstone Institutional Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.