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

Ghp Investment Advisors, Inc.

$2.15 Billion
Q3 2024

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 12,539 shares of SCHM stock, worth $366,138. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,539

Previous 12,868 2.56%

Holding current value

$366,138

Previous $1 Million 4.0%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

932

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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