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

Ghp Investment Advisors, Inc.

$2.15 Billion
Q3 2024

A detailed history of Ghp Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 313,067 shares of SCHV stock, worth $8.7 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

313,067

Previous 307,713 1.74%

Holding current value

$8.7 Million

Previous $22.8 Million 10.38%

% of portfolio

1.17%

Previous 1.15%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$73.43 - $80.37 $393,144 - $430,300	5,354 Added 1.74%	313,067 $25.2 Million
Q2 2024 Aug 08, 2024	BUY	$71.74 - $75.86 $189,895 - $200,801	2,647 Added 0.87%	307,713 $22.8 Million
Q1 2024 Apr 25, 2024	BUY	$68.82 - $75.98 $462,057 - $510,129	6,714 Added 2.25%	305,066 $23.2 Million
Q4 2023 Jan 26, 2024	BUY	$61.16 - $70.24 $440,046 - $505,376	7,195 Added 2.47%	298,352 $20.9 Million
Q3 2023 Oct 17, 2023	BUY	$64.45 - $69.39 $391,533 - $421,544	6,075 Added 2.13%	291,157 $18.8 Million
Q2 2023 Aug 14, 2023	BUY	$63.33 - $67.21 $708,409 - $751,811	11,186 Added 4.08%	285,082 $19.1 Million
Q1 2023 Apr 21, 2023	BUY	$62.59 - $69.3 $1.08 Million - $1.19 Million	17,208 Added 6.7%	273,896 $18 Million
Q4 2022 Feb 16, 2023	BUY	$59.13 - $69.24 $780,279 - $913,691	13,196 Added 5.42%	256,688 $16.9 Million
Q3 2022 Oct 28, 2022	BUY	$58.51 - $69.02 $280,262 - $330,605	4,790 Added 2.01%	243,492 $14.2 Million
Q2 2022 Aug 11, 2022	BUY	$60.93 - $72.3 $586,634 - $696,104	9,628 Added 4.2%	238,702 $14.9 Million
Q1 2022 Apr 28, 2022	BUY	$67.71 - $74.19 $503,491 - $551,676	7,436 Added 3.36%	229,074 $16.4 Million
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $297,402 - $321,054	4,380 Added 2.02%	221,638 $16.2 Million
Q3 2021 Nov 12, 2021	SELL	$66.91 - $71.05 $76,344 - $81,068	-1,141 Reduced 0.52%	217,258 $14.7 Million
Q2 2021 Aug 13, 2021	BUY	$65.81 - $69.75 $102,663 - $108,810	1,560 Added 0.72%	218,399 $14.9 Million
Q1 2021 May 14, 2021	BUY	$58.71 - $65.66 $45,617 - $51,017	777 Added 0.36%	216,839 $14.2 Million
Q4 2020 Feb 12, 2021	BUY	$50.83 - $59.53 $55,201 - $64,649	1,086 Added 0.51%	216,062 $12.9 Million
Q3 2020 Nov 16, 2020	BUY	$49.44 - $54.86 $248,436 - $275,671	5,025 Added 2.39%	214,976 $11.2 Million
Q2 2020 Aug 06, 2020	BUY	$42.21 - $55.29 $26,423 - $34,611	626 Added 0.3%	209,951 $10.5 Million
Q1 2020 May 13, 2020	SELL	$38.4 - $61.03 $490,368 - $779,353	-12,770 Reduced 5.75%	209,325 $9.27 Million
Q4 2019 Feb 14, 2020	BUY	$54.73 - $60.25 $434,610 - $478,445	7,941 Added 3.71%	222,095 $13.4 Million
Q3 2019 Nov 07, 2019	BUY	$56.56 - $57.5 $185,573 - $188,657	3,281 Added 1.56%	214,154 $12.1 Million
Q2 2019 Aug 02, 2019	BUY	N/A	3,575 Added 1.72%	210,873 $11.8 Million
Q1 2019 May 10, 2019	BUY	N/A	14,360 Added 7.44%	207,298 $11.3 Million
Q4 2018 Feb 13, 2019	BUY	N/A	12,559 Added 6.96%	192,938 $9.51 Million
Q3 2018 Oct 17, 2018	BUY	N/A	11,232 Added 6.64%	180,379 $10.1 Million
Q2 2018 Aug 17, 2018	BUY	N/A	7,773 Added 4.82%	169,147 $8.99 Million
Q1 2018 Apr 25, 2018	BUY	N/A	6,311 Added 4.07%	161,374 $8.53 Million
Q4 2017 Feb 14, 2018	BUY	N/A	4,676 Added 3.11%	155,063 $8.48 Million
Q3 2017 Nov 03, 2017	BUY	N/A	150,387	150,387 $7.79 Million

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Ghp Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History