Ghp Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Ghp Investment Advisors, Inc.

$2.05 Billion
Q1 2025

A detailed history of Ghp Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 72,876 shares of SCHD stock, worth $1.91 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

72,876

Previous 71,341 2.15%

Holding current value

$1.91 Million

Previous $1.95 Million 4.52%

% of portfolio

0.1%

Previous 0.09%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $41,460 - $43,808	1,535 Added 2.15%	72,876 $2.04 Million
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $1.31 Million - $4.12 Million	48,530 Added 212.75%	71,341 $1.95 Million
Q3 2024 Oct 24, 2024	SELL	$77.02 - $85.06 $9,704 - $10,717	-126 Reduced 0.55%	22,811 $1.93 Million
Q2 2024 Aug 08, 2024	SELL	$75.81 - $80.15 $44,500 - $47,048	-587 Reduced 2.5%	22,937 $1.78 Million
Q1 2024 Apr 25, 2024	BUY	$75.25 - $80.63 $21,521 - $23,060	286 Added 1.23%	23,524 $1.9 Million
Q4 2023 Jan 26, 2024	BUY	$66.9 - $76.32 $26,492 - $30,222	396 Added 1.73%	23,238 $1.77 Million
Q3 2023 Oct 17, 2023	BUY	$70.63 - $75.66 $3,107 - $3,329	44 Added 0.19%	22,842 $1.62 Million
Q2 2023 Aug 14, 2023	SELL	$69.18 - $73.94 $45,105 - $48,208	-652 Reduced 2.78%	22,798 $1.66 Million
Q1 2023 Apr 21, 2023	SELL	$70.28 - $78.03 $31,274 - $34,723	-445 Reduced 1.86%	23,450 $1.72 Million
Q4 2022 Feb 16, 2023	BUY	$67.16 - $79.06 $32,908 - $38,739	490 Added 2.09%	23,895 $1.81 Million
Q3 2022 Oct 28, 2022	BUY	$66.43 - $77.87 $32,550 - $38,156	490 Added 2.14%	23,405 $1.56 Million
Q2 2022 Aug 11, 2022	SELL	$70.31 - $80.24 $105,113 - $119,958	-1,495 Reduced 6.12%	22,915 $1.64 Million
Q1 2022 Apr 28, 2022	SELL	$75.14 - $81.94 $38,171 - $41,625	-508 Reduced 2.04%	24,410 $1.93 Million
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $12,438 - $13,422	166 Added 0.67%	24,918 $2.01 Million
Q3 2021 Nov 12, 2021	SELL	$74.23 - $78.13 $43,795 - $46,096	-590 Reduced 2.33%	24,752 $1.84 Million
Q2 2021 Aug 13, 2021	BUY	$73.32 - $77.65 $104,407 - $110,573	1,424 Added 5.95%	25,342 $1.92 Million
Q1 2021 May 14, 2021	BUY	$63.23 - $73.67 $27,757 - $32,341	439 Added 1.87%	23,918 $1.74 Million
Q4 2020 Feb 12, 2021	BUY	$54.8 - $65.16 $104,065 - $123,738	1,899 Added 8.8%	23,479 $1.51 Million
Q3 2020 Nov 16, 2020	BUY	$50.37 - $58.54 $32,539 - $37,816	646 Added 3.09%	21,580 $1.19 Million
Q2 2020 Aug 06, 2020	BUY	$43.56 - $56.5 $64,468 - $83,620	1,480 Added 7.61%	20,934 $1.08 Million
Q1 2020 May 13, 2020	BUY	$39.5 - $59.28 $69,796 - $104,747	1,767 Added 9.99%	19,454 $875,000
Q4 2019 Feb 14, 2020	SELL	$52.87 - $58.15 $6,661 - $7,326	-126 Reduced 0.71%	17,687 $1.02 Million
Q3 2019 Nov 07, 2019	SELL	$54.39 - $55.76 $77,614 - $79,569	-1,427 Reduced 7.42%	17,813 $976,000
Q2 2019 Aug 02, 2019	SELL	N/A	-790 Reduced 3.94%	19,240 $1.02 Million
Q1 2019 May 10, 2019	SELL	N/A	-9 Reduced 0.04%	20,030 $1.05 Million
Q4 2018 Feb 13, 2019	BUY	N/A	3,788 Added 23.31%	20,039 $941,000
Q3 2018 Oct 17, 2018	SELL	N/A	-120 Reduced 0.73%	16,251 $861,000
Q2 2018 Aug 17, 2018	BUY	N/A	300 Added 1.87%	16,371 $807,000
Q1 2018 Apr 25, 2018	BUY	N/A	48 Added 0.3%	16,071 $788,000
Q4 2017 Feb 14, 2018	BUY	N/A	184 Added 1.16%	16,023 $820,000
Q3 2017 Nov 03, 2017	BUY	N/A	15,839	15,839 $741,000

Others Institutions Holding SCHD

# of Institutions

1,997

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Ghp Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History