Schwab Strategic Tr us dividend eq shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.8M | 140k | 27.32 |
| 2024-09-30 | $3.3M | 39k | 84.53 |
| 2024-06-30 | $2.3M | 30k | 77.76 |
| 2024-03-31 | $2.3M | 29k | 80.63 |
| 2023-12-31 | $2.1M | 27k | 76.13 |
| 2023-09-30 | $1.6M | 23k | 70.76 |
| 2023-06-30 | $931k | 13k | 72.62 |
| 2023-03-31 | $960k | 13k | 73.16 |
| 2022-12-31 | $965k | 13k | 75.54 |
| 2022-09-30 | $801k | 12k | 66.39 |
| 2022-06-30 | $851k | 12k | 71.65 |
| 2022-03-31 | $1.8M | 22k | 78.91 |
| 2021-12-31 | $1.6M | 20k | 80.84 |
| 2021-09-30 | $643k | 8.7k | 74.26 |
| 2021-06-30 | $647k | 8.6k | 75.66 |
| 2021-03-31 | $617k | 8.5k | 72.96 |
| 2020-12-31 | $407k | 6.3k | 64.20 |
| 2020-09-30 | $251k | 4.5k | 55.29 |
More positions owned by Gladstone Institutional Advisory
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