Gladstone Institutional Advisory LLC
Position in SCHW — Schwab Charles Corp
CIK 1766530
Bedminster, NJ
Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,320,937
+$14,428 QoQ
Shares Held
14,316
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,092
of 2,304 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $17,987,662 across 8 Capital Markets names. SCHW ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,337 | $8,431,791 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
33,723 | $2,935,249 | |
| 3 | MS |
Morgan Stanley
|
13,120 | $2,742,604 | |
| 4 | IREN |
IREN Ltd
|
32,328 | $1,478,359 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
14,316 | $1,320,937 | |
| 6 | SNEX |
StoneX Group Inc.
|
6,753 | $533,487 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,768 | $277,575 | |
| 8 | MARA |
MARA Holdings, Inc.
|
19,270 | $267,660 |
All Filings in SCHW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,937 | 14,316 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,306,509 | 13,902 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,181,935 | 11,830 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,020,956 | 10,694 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $553,096 | 6,062 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $402,124 | 5,137 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $462,340 | 6,247 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $396,831 | 6,123 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $475,374 | 6,451 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $462,976 | 6,400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,023,400 | 14,875 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $562,889 | 10,253 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,822,493 | 49,797 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $885,588 | 16,907 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $292,991 | 3,519 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $271,956 | 3,784 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $245,770 | 3,890 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $392,294 | 4,653 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $363,396 | 4,321 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $226,313 | 3,107 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||