Schwab Strategic Tr us lrg cap etf shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us lrg cap 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 Strategic Tr us lrg cap etf by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 246k | 67.85 |
| 2024-06-30 | $9.4M | 146k | 64.25 |
| 2024-03-31 | $8.6M | 139k | 62.06 |
| 2023-12-31 | $7.3M | 130k | 56.40 |
| 2023-09-30 | $6.3M | 125k | 50.60 |
| 2023-06-30 | $5.9M | 114k | 52.37 |
| 2023-03-31 | $764k | 16k | 48.37 |
| 2022-12-31 | $734k | 16k | 45.15 |
| 2022-09-30 | $862k | 20k | 42.33 |
| 2022-06-30 | $929k | 21k | 44.65 |
| 2022-03-31 | $1.2M | 23k | 53.84 |
| 2021-12-31 | $1.3M | 11k | 113.78 |
More positions owned by Gladstone Institutional Advisory
View all positions for Gladstone Institutional Advisory
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf