Gladstone Institutional Advisory LLC Schwab Strategic Tr Us Large C Transaction History

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 144,594 shares of SCHG stock, worth $4.59 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
144,594
Previous 138,838 4.15%
Holding current value
$4.59 Million
Previous $3.48 Million 32.71%
% of portfolio
0.18%
Previous 0.17%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$28.92 - $32.19 $166,463 - $185,285
5,756 Added 4.15%
144,594 $4.61 Million
Q1 2025

May 15, 2025
BUY
$24.91 - $29.02 $29,144 - $33,953
1,170 Added 0.85%
138,838 $3.48 Million
Q4 2024

Jan 29, 2025
BUY
$25.93 - $105.3 $2.56 Million - $10.4 Million
98,746 Added 253.7%
137,668 $3.84 Million
Q3 2024

Oct 28, 2024
BUY
$92.63 - $105.69 $13,987 - $15,959
151 Added 0.39%
38,922 $4.05 Million
Q2 2024

Aug 02, 2024
SELL
$87.04 - $101.61 $76,421 - $89,213
-878 Reduced 2.21%
38,771 $3.91 Million
Q1 2024

May 14, 2024
SELL
$80.6 - $93.32 $88,579 - $102,558
-1,099 Reduced 2.7%
39,649 $3.68 Million
Q4 2023

Feb 09, 2024
SELL
$70.08 - $83.37 $91,524 - $108,881
-1,306 Reduced 3.11%
40,748 $3.38 Million
Q3 2023

Nov 13, 2023
SELL
$71.99 - $78.02 $2.04 Million - $2.22 Million
-28,397 Reduced 40.31%
42,054 $3.06 Million
Q2 2023

Aug 10, 2023
SELL
$63.6 - $74.95 $330,465 - $389,440
-5,196 Reduced 6.87%
70,451 $5.28 Million
Q1 2023

May 12, 2023
SELL
$54.19 - $65.17 $35,386 - $42,556
-653 Reduced 0.86%
75,647 $4.93 Million
Q4 2022

Feb 01, 2023
SELL
$54.31 - $60.76 $212,026 - $237,207
-3,904 Reduced 4.87%
76,300 $4.24 Million
Q3 2022

Jan 27, 2023
SELL
$55.81 - $69.25 $434,145 - $538,695
-7,779 Reduced 8.84%
80,204 $4.48 Million
Q3 2022

Oct 20, 2022
SELL
$55.81 - $69.25 $434,145 - $538,695
-7,779 Reduced 8.84%
80,204 $4.48 Million
Q2 2022

Jan 27, 2023
SELL
$55.73 - $76.55 $232,505 - $319,366
-4,172 Reduced 4.53%
87,983 $5.1 Million
Q2 2022

Aug 15, 2022
SELL
$55.73 - $76.55 $232,505 - $319,366
-4,172 Reduced 4.53%
87,983 $5.1 Million
Q1 2022

Jan 27, 2023
BUY
$65.63 - $82.62 $2.86 Million - $3.6 Million
43,628 Added 89.9%
92,155 $6.9 Million
Q1 2022

May 04, 2022
BUY
$65.63 - $82.62 $2.86 Million - $3.6 Million
43,628 Added 89.9%
92,155 $6.9 Million
Q4 2021

Jan 27, 2023
SELL
$73.11 - $83.4 $31,364 - $35,778
-429 Reduced 0.88%
48,527 $7.95 Million
Q4 2021

Feb 11, 2022
SELL
$73.11 - $83.4 $31,364 - $35,778
-429 Reduced 0.88%
48,527 $7.95 Million
Q3 2021

Jan 27, 2023
SELL
$73.24 - $78.94 $146,040 - $157,406
-1,994 Reduced 3.91%
48,956 $7.25 Million
Q3 2021

Nov 15, 2021
SELL
$73.24 - $78.94 $146,040 - $157,406
-1,994 Reduced 3.91%
48,956 $7.25 Million
Q2 2021

Jan 27, 2023
SELL
$65.3 - $73.24 $112,054 - $125,679
-1,716 Reduced 3.26%
50,950 $7.44 Million
Q2 2021

Aug 13, 2021
SELL
$65.3 - $73.24 $112,054 - $125,679
-1,716 Reduced 3.26%
50,950 $7.44 Million
Q1 2021

Jan 27, 2023
BUY
$61.41 - $68.35 $464,259 - $516,725
7,560 Added 16.76%
52,666 $6.84 Million
Q1 2021

May 17, 2021
BUY
$61.41 - $68.35 $464,259 - $516,725
7,560 Added 16.76%
52,666 $6.84 Million
Q4 2020

Jan 27, 2023
BUY
$55.95 - $64.38 $73,350 - $84,402
1,311 Added 2.99%
45,106 $5.79 Million
Q4 2020

Feb 16, 2021
BUY
$55.95 - $64.38 $73,350 - $84,402
1,311 Added 2.99%
45,106 $5.79 Million
Q3 2020

Jan 27, 2023
SELL
$51.42 - $61.56 $1.87 Million - $2.24 Million
-36,409 Reduced 45.4%
43,795 $5.04 Million
Q3 2020

Nov 16, 2020
SELL
$51.42 - $61.56 $3.45 Million - $4.13 Million
-67,114 Reduced 60.51%
43,795 $5.04 Million
Q2 2020

Aug 17, 2020
SELL
$37.99 - $51.32 $2.48 Million - $3.35 Million
-65,270 Reduced 37.05%
110,909 $11.3 Million
Q1 2020

May 14, 2020
BUY
$34.6 - $51.17 $1.35 Million - $2 Million
39,124 Added 28.55%
176,179 $14 Million
Q4 2019

Feb 12, 2020
BUY
$40.97 - $46.72 $91,158 - $103,952
2,225 Added 1.65%
137,055 $12.7 Million
Q3 2019

Nov 13, 2019
BUY
$41.7 - $42.86 $4,920 - $5,057
118 Added 0.09%
134,830 $11.3 Million
Q2 2019

Aug 14, 2019
BUY
N/A
13,229 Added 10.89%
134,712 $11.2 Million
Q1 2019

May 10, 2019
BUY
N/A
121,483 New
121,483 $9.65 Million

Others Institutions Holding SCHG

# of Institutions
1,636
Shares Held
832M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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