A detailed history of Ghp Investment Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 64,077 shares of SCHW stock, worth $5.29 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
64,077
Previous 61,675 3.89%
Holding current value
$5.29 Million
Previous $4.54 Million 8.63%
% of portfolio
0.19%
Previous 0.23%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$61.74 - $76.08 $148,299 - $182,744
2,402 Added 3.89%
64,077 $4.15 Million
Q2 2024

Aug 08, 2024

BUY
$70.03 - $78.9 $92,719 - $104,463
1,324 Added 2.19%
61,675 $4.54 Million
Q1 2024

Apr 25, 2024

BUY
$61.89 - $72.38 $32,739 - $38,289
529 Added 0.88%
60,351 $4.37 Million
Q4 2023

Jan 26, 2024

SELL
$49.33 - $70.98 $89,040 - $128,118
-1,805 Reduced 2.93%
59,822 $4.12 Million
Q3 2023

Oct 17, 2023

BUY
$54.2 - $67.94 $18,970 - $23,779
350 Added 0.57%
61,627 $3.38 Million
Q2 2023

Aug 14, 2023

SELL
$47.37 - $57.14 $259,113 - $312,555
-5,470 Reduced 8.2%
61,277 $3.47 Million
Q1 2023

Apr 21, 2023

SELL
$51.91 - $85.6 $132,889 - $219,136
-2,560 Reduced 3.69%
66,747 $3.5 Million
Q4 2022

Feb 16, 2023

BUY
$67.43 - $83.26 $530,539 - $655,089
7,868 Added 12.81%
69,307 $5.77 Million
Q3 2022

Oct 28, 2022

BUY
$21.16 - $74.92 $223,745 - $792,204
10,574 Added 20.79%
61,439 $4.42 Million
Q2 2022

Aug 11, 2022

BUY
$59.99 - $83.83 $816,163 - $1.14 Million
13,605 Added 36.51%
50,865 $3.21 Million
Q1 2022

Apr 28, 2022

BUY
$75.69 - $95.53 $154,331 - $194,785
2,039 Added 5.79%
37,260 $3.14 Million
Q4 2021

Feb 14, 2022

BUY
$73.23 - $85.82 $68,470 - $80,241
935 Added 2.73%
35,221 $2.96 Million
Q3 2021

Nov 12, 2021

BUY
$66.68 - $77.38 $95,085 - $110,343
1,426 Added 4.34%
34,286 $2.5 Million
Q2 2021

Aug 13, 2021

BUY
$63.69 - $76.01 $180,943 - $215,944
2,841 Added 9.46%
32,860 $2.39 Million
Q1 2021

May 14, 2021

BUY
$51.54 - $67.65 $28,501 - $37,410
553 Added 1.88%
30,019 $1.96 Million
Q4 2020

Feb 12, 2021

BUY
$36.75 - $53.04 $106,979 - $154,399
2,911 Added 10.96%
29,466 $1.56 Million
Q3 2020

Nov 16, 2020

SELL
$33.02 - $36.28 $6,273 - $6,893
-190 Reduced 0.71%
26,555 $962,000
Q2 2020

Aug 06, 2020

SELL
$31.75 - $42.82 $10,223 - $13,788
-322 Reduced 1.19%
26,745 $902,000
Q1 2020

May 13, 2020

SELL
$28.43 - $49.0 $63,768 - $109,907
-2,243 Reduced 7.65%
27,067 $910,000
Q4 2019

Feb 14, 2020

BUY
$35.1 - $51.07 $126,921 - $184,669
3,616 Added 14.07%
29,310 $1.39 Million
Q3 2019

Nov 07, 2019

BUY
$36.12 - $44.28 $36,047 - $44,191
998 Added 4.04%
25,694 $1.08 Million
Q2 2019

Aug 02, 2019

BUY
$39.15 - $46.26 $43,221 - $51,071
1,104 Added 4.68%
24,696 $993,000
Q1 2019

May 10, 2019

BUY
$40.72 - $47.98 $12,256 - $14,441
301 Added 1.29%
23,592 $1.01 Million
Q4 2018

Feb 13, 2019

SELL
$38.25 - $52.17 $27,081 - $36,936
-708 Reduced 2.95%
23,291 $967,000
Q3 2018

Oct 17, 2018

BUY
$49.15 - $54.22 $8,453 - $9,325
172 Added 0.72%
23,999 $1.18 Million
Q2 2018

Aug 17, 2018

SELL
$50.11 - $59.59 $85,738 - $101,958
-1,711 Reduced 6.7%
23,827 $1.22 Million
Q1 2018

Apr 25, 2018

SELL
$48.9 - $57.76 $4,743 - $5,602
-97 Reduced 0.38%
25,538 $1.33 Million
Q4 2017

Feb 14, 2018

BUY
$43.27 - $52.28 $2,076 - $2,509
48 Added 0.19%
25,635 $1.32 Million
Q3 2017

Nov 03, 2017

BUY
$38.11 - $44.04 $975,120 - $1.13 Million
25,587
25,587 $1.12 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $150B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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