Top 10 Stocks Held By Gradient Capital Advisors LLC
By Holdings Channel Staff, updated Thursday, April 18, 9:42 PM
In total we count 138 positions held by Gradient Capital Advisors LLC as of their latest 13F filing, but among those total Gradient Capital Advisors LLC holdings we've sorted out the top ten stocks held by Gradient Capital Advisors LLC by largest position size, and presented them here in slideshow form.
#10 . SCHX
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
SCHWAB U.S. LARGE CAP ETF (SCHX)
104,081
$6,459 SCHX 104,081 $6,459
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
SCHWAB U.S. LARGE CAP ETF (SCHX)
110,860
$6,253 SCHX 110,860 $6,253
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
SCHWAB U.S. LARGE CAP ETF (SCHX)
115,459
$5,842 SCHX 115,459 $5,842
SCHX Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$5,842
$6,253
$6,459
09/30/2023 12/31/2023 03/31/2024
Share Count
115,459
110,860
104,081
09/30/2023 12/31/2023 03/31/2024
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