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Schwab U S Large Cap Growth ETF shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 41k 82.96
2023-09-30 $3.1M 42k 72.72
2023-06-30 $5.3M 71k 74.95
2023-03-31 $4.9M 76k 65.17
2022-12-31 $4.2M 76k 55.56
2022-09-30 $4.5M 80k 55.81
2022-06-30 $5.1M 88k 57.99
2022-03-31 $6.9M 92k 74.82
2021-12-31 $7.9M 49k 163.74
2021-09-30 $7.3M 49k 148.09
2021-06-30 $7.4M 51k 145.97
2021-03-31 $6.8M 53k 129.78
2020-12-31 $5.8M 45k 128.41
2020-09-30 $5.0M 44k 115.17
2020-06-30 $11M 111k 101.54
2020-03-31 $14M 176k 79.65
2019-12-31 $13M 137k 92.91
2019-09-30 $11M 135k 84.01
2019-06-30 $11M 135k 83.21
2019-03-31 $9.6M 122k 79.43

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF