SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 780,202 Value ($000) $20,995 Avg Close — Range —
Q3 2025
Shares 785,724 Value ($000) $20,696 Avg Close — Range —
Q2 2025
Shares 796,286 Value ($000) $19,461 Avg Close — Range —
Q1 2025
Shares 731,196 Value ($000) $16,145 Avg Close — Range —
Q4 2024
Shares 761,730 Value ($000) $17,657 Avg Close — Range —
Q3 2024
Shares 246,350 Value ($000) $16,715 Avg Close — Range —
Q2 2024
Shares 145,646 Value ($000) $9,358 Avg Close — Range —
Q1 2024
Shares 139,203 Value ($000) $8,639 Avg Close — Range —
Q4 2023
Shares 130,316 Value ($000) $7,350 Avg Close — Range —
Q3 2023
Shares 124,880 Value ($000) $6,319 Avg Close — Range —
Q2 2023
Shares 113,596 Value ($000) $5,949 Avg Close — Range —
Q1 2023
Shares 15,799 Value ($000) $764 Avg Close — Range —
Q4 2022
Shares 16,265 Value ($000) $734 Avg Close — Range —
Q3 2022
Shares 20,362 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 20,806 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 22,715 Value ($000) $1 Avg Close — Range —
Q4 2021
Shares 11,030 Value ($000) $1 Avg Close — Range —