A detailed history of Ghp Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 20,450 shares of SCHA stock, worth $569,737. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,450
Previous 19,662 4.01%
Holding current value
$569,737
Previous $932,000 12.98%
% of portfolio
0.05%
Previous 0.05%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$46.9 - $51.96 $36,957 - $40,944
788 Added 4.01%
20,450 $1.05 Million
Q2 2024

Aug 08, 2024

BUY
$45.24 - $49.04 $19,724 - $21,381
436 Added 2.27%
19,662 $932,000
Q1 2024

Apr 25, 2024

BUY
$44.84 - $49.24 $40,221 - $44,168
897 Added 4.89%
19,226 $946,000
Q4 2023

Jan 26, 2024

BUY
$38.13 - $48.02 $12,125 - $15,270
318 Added 1.77%
18,329 $865,000
Q3 2023

Oct 17, 2023

SELL
$40.85 - $46.1 $9,681 - $10,925
-237 Reduced 1.3%
18,011 $746,000
Q2 2023

Aug 14, 2023

SELL
$39.91 - $43.82 $49,209 - $54,030
-1,233 Reduced 6.33%
18,248 $799,000
Q1 2023

Apr 21, 2023

BUY
$39.82 - $46.36 $19,352 - $22,530
486 Added 2.56%
19,481 $816,000
Q4 2022

Feb 16, 2023

BUY
$38.25 - $43.54 $217,680 - $247,786
5,691 Added 42.78%
18,995 $769,000
Q3 2022

Oct 28, 2022

SELL
$37.65 - $45.9 $8,132 - $9,914
-216 Reduced 1.6%
13,304 $503,000
Q2 2022

Aug 11, 2022

BUY
$37.88 - $48.01 $8,788 - $11,138
232 Added 1.75%
13,520 $527,000
Q1 2022

Apr 28, 2022

BUY
$44.42 - $51.73 $264,076 - $307,534
5,945 Added 80.96%
13,288 $629,000
Q4 2021

Feb 14, 2022

SELL
$48.64 - $55.07 $12,208 - $13,822
-251 Reduced 3.31%
7,343 $752,000
Q3 2021

Nov 12, 2021

BUY
$48.3 - $52.49 $16,760 - $18,214
347 Added 4.79%
7,594 $760,000
Q2 2021

Aug 13, 2021

BUY
$48.39 - $52.91 $28,550 - $31,216
590 Added 8.86%
7,247 $755,000
Q1 2021

May 14, 2021

BUY
$43.89 - $52.63 $9,392 - $11,262
214 Added 3.32%
6,657 $664,000
Q4 2020

Feb 12, 2021

BUY
$34.66 - $45.17 $41,834 - $54,520
1,207 Added 23.05%
6,443 $573,000
Q3 2020

Nov 16, 2020

SELL
$32.09 - $36.38 $13,830 - $15,679
-431 Reduced 7.61%
5,236 $358,000
Q2 2020

Aug 06, 2020

SELL
$23.59 - $35.22 $11,110 - $16,588
-471 Reduced 7.67%
5,667 $370,000
Q1 2020

May 13, 2020

SELL
$22.29 - $38.7 $6,486 - $11,261
-291 Reduced 4.53%
6,138 $316,000
Q4 2019

Feb 14, 2020

BUY
$33.63 - $38.03 $11,165 - $12,625
332 Added 5.45%
6,429 $486,000
Q3 2019

Nov 07, 2019

SELL
$34.78 - $36.12 $8,625 - $8,957
-248 Reduced 3.91%
6,097 $425,000
Q2 2019

Aug 02, 2019

SELL
N/A
-153 Reduced 2.35%
6,345 $454,000
Q1 2019

May 10, 2019

BUY
N/A
56 Added 0.87%
6,498 $454,000
Q4 2018

Feb 13, 2019

BUY
N/A
484 Added 8.12%
6,442 $391,000
Q3 2018

Oct 17, 2018

BUY
N/A
258 Added 4.53%
5,958 $454,000
Q2 2018

Aug 17, 2018

SELL
N/A
-37 Reduced 0.64%
5,700 $419,000
Q1 2018

Apr 25, 2018

BUY
N/A
1,368 Added 31.31%
5,737 $397,000
Q4 2017

Feb 14, 2018

BUY
N/A
4,369
4,369 $305,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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