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 253,217 shares of SCHV stock, worth $7.34 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
253,217
Previous 245,630 3.09%
Holding current value
$7.34 Million
Previous $6.53 Million 12.91%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Oct 22, 2025
BUY
$27.61 - $29.15 $209,477 - $221,161
7,587 Added 3.09%
253,217 $7.37 Million
Q1 2025

May 15, 2025
SELL
$25.77 - $27.6 $7,267 - $7,783
-282 Reduced 0.11%
245,630 $6.53 Million
Q4 2024

Jan 29, 2025
BUY
$25.79 - $80.4 $4.18 Million - $13 Million
162,010 Added 193.09%
245,912 $6.41 Million
Q3 2024

Oct 28, 2024
SELL
$73.43 - $80.37 $66,601 - $72,895
-907 Reduced 1.07%
83,902 $6.74 Million
Q2 2024

Aug 02, 2024
SELL
$71.74 - $75.86 $212,206 - $224,393
-2,958 Reduced 3.37%
84,809 $6.28 Million
Q1 2024

May 14, 2024
SELL
$68.82 - $75.98 $105,019 - $115,945
-1,526 Reduced 1.71%
87,767 $6.67 Million
Q4 2023

Feb 09, 2024
SELL
$61.16 - $70.24 $75,287 - $86,465
-1,231 Reduced 1.36%
89,293 $6.26 Million
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $1.26 Million - $1.36 Million
-19,529 Reduced 17.75%
90,524 $5.84 Million
Q2 2023

Aug 10, 2023
SELL
$63.33 - $67.21 $220,831 - $234,361
-3,487 Reduced 3.07%
110,053 $7.38 Million
Q1 2023

May 12, 2023
SELL
$62.59 - $69.3 $44,125 - $48,856
-705 Reduced 0.62%
113,540 $7.45 Million
Q4 2022

Feb 01, 2023
SELL
$59.13 - $69.24 $212,158 - $248,433
-3,588 Reduced 3.04%
114,245 $7.54 Million
Q3 2022

Jan 27, 2023
SELL
$58.51 - $69.02 $290,326 - $342,477
-4,962 Reduced 4.04%
117,833 $6.89 Million
Q3 2022

Oct 20, 2022
SELL
$58.51 - $69.02 $290,326 - $342,477
-4,962 Reduced 4.04%
117,833 $6.89 Million
Q2 2022

Jan 27, 2023
SELL
$60.93 - $72.3 $450,089 - $534,080
-7,387 Reduced 5.67%
122,795 $7.67 Million
Q2 2022

Aug 15, 2022
SELL
$60.93 - $72.3 $450,089 - $534,080
-7,387 Reduced 5.67%
122,795 $7.67 Million
Q1 2022

Jan 27, 2023
SELL
$67.71 - $74.19 $484,532 - $530,903
-7,156 Reduced 5.21%
130,182 $9.29 Million
Q1 2022

May 04, 2022
SELL
$67.71 - $74.19 $484,532 - $530,903
-7,156 Reduced 5.21%
130,182 $9.29 Million
Q4 2021

Jan 27, 2023
BUY
$67.9 - $73.3 $589,507 - $636,390
8,682 Added 6.75%
137,338 $10.1 Million
Q4 2021

Feb 11, 2022
BUY
$67.9 - $73.3 $589,507 - $636,390
8,682 Added 6.75%
137,338 $10.1 Million
Q3 2021

Jan 27, 2023
SELL
$66.91 - $71.05 $87,986 - $93,430
-1,315 Reduced 1.01%
128,656 $8.68 Million
Q3 2021

Nov 15, 2021
SELL
$66.91 - $71.05 $87,986 - $93,430
-1,315 Reduced 1.01%
128,656 $8.68 Million
Q2 2021

Jan 27, 2023
SELL
$65.81 - $69.75 $759,249 - $804,705
-11,537 Reduced 8.15%
129,971 $8.89 Million
Q2 2021

Aug 13, 2021
SELL
$65.81 - $69.75 $759,249 - $804,705
-11,537 Reduced 8.15%
129,971 $8.89 Million
Q1 2021

Jan 27, 2023
BUY
$58.71 - $65.66 $1.06 Million - $1.19 Million
18,133 Added 14.7%
141,508 $9.24 Million
Q1 2021

May 17, 2021
BUY
$58.71 - $65.66 $1.06 Million - $1.19 Million
18,133 Added 14.7%
141,508 $9.24 Million
Q4 2020

Jan 27, 2023
BUY
$50.83 - $59.53 $260,147 - $304,674
5,118 Added 4.33%
123,375 $7.35 Million
Q4 2020

Feb 16, 2021
BUY
$50.83 - $59.53 $260,147 - $304,674
5,118 Added 4.33%
123,375 $7.35 Million
Q3 2020

Jan 27, 2023
BUY
$49.44 - $54.86 $20,962 - $23,260
424 Added 0.36%
118,257 $6.17 Million
Q3 2020

Nov 16, 2020
SELL
$49.44 - $54.86 $2.88 Million - $3.19 Million
-58,184 Reduced 32.98%
118,257 $6.17 Million
Q2 2020

Aug 17, 2020
SELL
$42.21 - $55.29 $4.07 Million - $5.34 Million
-96,503 Reduced 35.36%
176,441 $8.84 Million
Q1 2020

May 14, 2020
BUY
$38.4 - $61.03 $2.54 Million - $4.03 Million
66,029 Added 31.91%
272,944 $12.1 Million
Q4 2019

Feb 12, 2020
BUY
$54.73 - $60.25 $254,658 - $280,343
4,653 Added 2.3%
206,915 $12.4 Million
Q3 2019

Nov 13, 2019
BUY
$56.56 - $57.5 $129,578 - $131,732
2,291 Added 1.15%
202,262 $11.5 Million
Q2 2019

Aug 14, 2019
BUY
N/A
21,313 Added 11.93%
199,971 $11.2 Million
Q1 2019

May 10, 2019
BUY
N/A
178,658 New
178,658 $9.78 Million

Others Institutions Holding SCHV

# of Institutions
974
Shares Held
358M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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