SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 136,854 Value ($000) $3,754 Avg Close — Range —
Q3 2025
Shares 136,058 Value ($000) $3,714 Avg Close — Range —
Q2 2025
Shares 143,107 Value ($000) $3,792 Avg Close — Range —
Q1 2025
Shares 145,852 Value ($000) $4,078 Avg Close — Range —
Q4 2024
Shares 140,393 Value ($000) $3,836 Avg Close — Range —
Q3 2024
Shares 39,099 Value ($000) $3,305 Avg Close — Range —
Q2 2024
Shares 30,101 Value ($000) $2,341 Avg Close — Range —
Q1 2024
Shares 28,707 Value ($000) $2,315 Avg Close — Range —
Q4 2023
Shares 26,982 Value ($000) $2,054 Avg Close — Range —
Q3 2023
Shares 22,525 Value ($000) $1,594 Avg Close — Range —
Q2 2023
Shares 12,816 Value ($000) $931 Avg Close — Range —
Q1 2023
Shares 13,121 Value ($000) $960 Avg Close — Range —
Q4 2022
Shares 12,768 Value ($000) $964 Avg Close — Range —
Q3 2022
Shares 12,065 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 11,878 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 22,316 Value ($000) $2 Avg Close — Range —
Q4 2021
Shares 20,286 Value ($000) $2 Avg Close — Range —
Q3 2021
Shares 8,659 Value ($000) $1 Avg Close — Range —
Q2 2021
Shares 8,551 Value ($000) $1 Avg Close — Range —
Q1 2021
Shares 8,457 Value ($000) $1 Avg Close — Range —
Q4 2020
Shares 6,340 Value ($000) $0 Avg Close — Range —
Q3 2020
Shares 4,540 Value ($000) $0 Avg Close — Range —