Ghp Investment Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History

Ghp Investment Advisors, Inc.

$2.12 Billion
Q4 2024

A detailed history of Ghp Investment Advisors, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 972 shares of SCHK stock, worth $26,020. This represents 0.0% of its overall portfolio holdings.

Number of Shares

972

Previous 484 100.83%

Holding current value

$26,020

Previous $26,000 3.85%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$27.45 - $55.56 $13,395 - $27,113	488 Added 100.83%	972 $27,000
Q3 2024 Oct 24, 2024	BUY	$49.82 - $55.29 $398 - $442	8 Added 1.68%	484 $26,000
Q2 2024 Aug 08, 2024	BUY	$47.83 - $52.72 $1,387 - $1,528	29 Added 6.49%	476 $24,000
Q1 2024 Apr 25, 2024	BUY	$45.19 - $50.67 $2,304 - $2,584	51 Added 12.88%	447 $22,000
Q4 2023 Jan 26, 2024	BUY	$39.52 - $46.21 $6,916 - $8,086	175 Added 79.19%	396 $18,000
Q3 2023 Oct 17, 2023	BUY	$41.08 - $44.27 $1,848 - $1,992	45 Added 25.57%	221 $9,000
Q2 2023 Aug 14, 2023	SELL	$38.96 - $42.79 $5,181 - $5,691	-133 Reduced 43.04%	176 $7,000
Q1 2023 Apr 21, 2023	SELL	$36.64 - $40.44 $2,894 - $3,194	-79 Reduced 20.36%	309 $12,000
Q3 2022 Oct 28, 2022	SELL	$34.61 - $41.69 $5,606 - $6,753	-162 Reduced 29.45%	388 $13,000
Q2 2022 Aug 11, 2022	SELL	$35.4 - $44.52 $10,443 - $13,133	-295 Reduced 34.91%	550 $20,000
Q1 2022 Apr 28, 2022	BUY	$40.46 - $46.8 $34,188 - $39,546	845 New	845 $37,000

Others Institutions Holding SCHK

# of Institutions

205

Shares Held

70.4M

Call Options Held

3.9K

Put Options Held

6.9K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ghp Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ghp Investment Advisors, Inc. with notifications on news.

Account

Ghp Investment Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History