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
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 2025-09-30 | $4.6M | 145k | 31.91 |
| 2025-06-30 | $4.1M | 142k | 29.21 |
| 2025-03-31 | $3.5M | 139k | 25.04 |
| 2024-12-31 | $3.8M | 138k | 27.87 |
| 2024-09-30 | $4.1M | 39k | 104.18 |
| 2024-06-30 | $3.9M | 39k | 100.84 |
| 2024-03-31 | $3.7M | 40k | 92.72 |
| 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
View all positions for Gladstone Institutional Advisory
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF