Ghp Investment Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Ghp Investment Advisors, Inc.

  • $2.22 Billion
  • Q2 2025

A detailed history of Ghp Investment Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 39,711 shares of SCHM stock, worth $1.17 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
39,711
Previous 40,084 0.93%
Holding current value
$1.17 Million
Previous $1.05 Million 6.0%
% of portfolio
0.05%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$22.92 - $28.05 $8,549 - $10,462
-373 Reduced 0.93%
39,711 $1.11 Million
Q1 2025

Apr 23, 2025
BUY
$25.58 - $29.24 $14,222 - $16,257
556 Added 1.41%
40,084 $1.05 Million
Q4 2024

Jan 27, 2025
BUY
$27.54 - $83.04 $743,277 - $2.24 Million
26,989 Added 215.24%
39,528 $1.1 Million
Q3 2024

Oct 24, 2024
SELL
$75.47 - $83.18 $24,829 - $27,366
-329 Reduced 2.56%
12,539 $1.04 Million
Q2 2024

Aug 08, 2024
BUY
$75.69 - $81.19 $19,225 - $20,622
254 Added 2.01%
12,868 $1 Million
Q1 2024

Apr 25, 2024
BUY
$72.89 - $81.43 $18,951 - $21,171
260 Added 2.1%
12,614 $1.03 Million
Q4 2023

Jan 26, 2024
BUY
$63.01 - $75.95 $42,405 - $51,114
673 Added 5.76%
12,354 $930,000
Q3 2023

Oct 17, 2023
BUY
$66.75 - $73.98 $1,735 - $1,923
26 Added 0.22%
11,681 $790,000
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $60,132 - $65,418
921 Added 8.58%
11,655 $827,000
Q1 2023

Apr 21, 2023
BUY
$64.24 - $73.9 $29,100 - $33,476
453 Added 4.41%
10,734 $728,000
Q4 2022

Feb 16, 2023
BUY
$61.05 - $69.94 $440,475 - $504,617
7,215 Added 235.32%
10,281 $674,000
Q3 2022

Oct 28, 2022
BUY
$60.5 - $72.51 $6,836 - $8,193
113 Added 3.83%
3,066 $186,000
Q2 2022

Aug 11, 2022
SELL
$60.91 - $76.4 $25,825 - $32,393
-424 Reduced 12.56%
2,953 $185,000
Q1 2022

Apr 28, 2022
SELL
$70.66 - $80.89 $13,142 - $15,045
-186 Reduced 5.22%
3,377 $256,000
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $7,981 - $8,755
-105 Reduced 2.86%
3,563 $287,000
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $43,595 - $47,274
584 Added 18.94%
3,668 $281,000
Q2 2021

Aug 13, 2021
BUY
$74.64 - $79.12 $25,302 - $26,821
339 Added 12.35%
3,084 $241,000
Q1 2021

May 14, 2021
BUY
$67.07 - $76.85 $184,107 - $210,953
2,745 New
2,745 $204,000

Others Institutions Holding SCHM

# of Institutions
1,043
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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