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Schwab Strategic Tr cmn shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 89k 70.10
2023-09-30 $5.8M 91k 64.46
2023-06-30 $7.4M 110k 67.09
2023-03-31 $7.4M 114k 65.58
2022-12-31 $7.5M 114k 66.02
2022-09-30 $6.9M 118k 58.51
2022-06-30 $7.7M 123k 62.42
2022-03-31 $9.3M 130k 71.39
2021-12-31 $10M 137k 73.22
2021-09-30 $8.7M 129k 67.48
2021-06-30 $8.9M 130k 68.37
2021-03-31 $9.2M 142k 65.28
2020-12-31 $7.3M 123k 59.53
2020-09-30 $6.2M 118k 52.19
2020-06-30 $8.8M 176k 50.11
2020-03-31 $12M 273k 44.27
2019-12-31 $12M 207k 60.12
2019-09-30 $12M 202k 56.73
2019-06-30 $11M 200k 56.14
2019-03-31 $9.8M 179k 54.74