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 8,776 shares of SCHX stock, worth $205,358. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,776

Previous 8,934 1.77%

Holding current value

$205,358

Previous $574,000 3.66%

% of portfolio

0.03%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$61.11 - $67.85 $9,655 - $10,720	-158 Reduced 1.77%	8,776 $595,000
Q2 2024 Aug 08, 2024	SELL	$58.7 - $64.78 $11,270 - $12,437	-192 Reduced 2.1%	8,934 $574,000
Q1 2024 Apr 25, 2024	BUY	$55.41 - $62.08 $4,155 - $4,656	75 Added 0.83%	9,126 $566,000
Q4 2023 Jan 26, 2024	SELL	$48.47 - $56.6 $2,665 - $3,113	-55 Reduced 0.6%	9,051 $510,000
Q3 2023 Oct 17, 2023	BUY	$50.36 - $54.21 $2,820 - $3,035	56 Added 0.62%	9,106 $460,000
Q2 2023 Aug 14, 2023	BUY	$47.67 - $52.37 $17,876 - $19,638	375 Added 4.32%	9,050 $473,000
Q1 2023 Apr 21, 2023	SELL	$44.78 - $49.41 $3,358 - $3,705	-75 Reduced 0.86%	8,675 $419,000
Q4 2022 Feb 16, 2023	SELL	$42.25 - $48.16 $3,929 - $4,478	-93 Reduced 1.05%	8,750 $395,000
Q3 2022 Oct 28, 2022	BUY	$42.35 - $51.01 $5,039 - $6,070	119 Added 1.36%	8,843 $375,000
Q2 2022 Aug 11, 2022	BUY	$43.35 - $54.51 $867 - $1,090	20 Added 0.23%	8,724 $390,000
Q1 2022 Apr 28, 2022	BUY	$49.51 - $57.27 $203,090 - $234,921	4,102 Added 89.14%	8,704 $469,000
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $622 - $687	12 Added 0.26%	4,602 $524,000
Q3 2021 Nov 12, 2021	SELL	$51.52 - $54.94 $73,622 - $78,509	-1,429 Reduced 23.74%	4,590 $477,000
Q2 2021 Aug 13, 2021	BUY	$48.62 - $52.01 $13,224 - $14,146	272 Added 4.73%	6,019 $626,000
Q1 2021 May 14, 2021	BUY	$44.9 - $48.34 $10,147 - $10,924	226 Added 4.09%	5,747 $552,000
Q4 2020 Feb 12, 2021	SELL	$39.35 - $45.48 $12,277 - $14,189	-312 Reduced 5.35%	5,521 $502,000
Q3 2020 Nov 16, 2020	BUY	$37.26 - $43.03 $5,253 - $6,067	141 Added 2.48%	5,833 $470,000
Q2 2020 Aug 06, 2020	SELL	$29.25 - $38.76 $5,528 - $7,325	-189 Reduced 3.21%	5,692 $422,000
Q1 2020 May 13, 2020	BUY	$26.61 - $40.52 $1,649 - $2,512	62 Added 1.07%	5,881 $360,000
Q4 2019 Feb 14, 2020	SELL	$34.42 - $38.54 $8,880 - $9,943	-258 Reduced 4.25%	5,819 $447,000
Q3 2019 Nov 07, 2019	BUY	$35.28 - $36.01 $317 - $324	9 Added 0.15%	6,077 $431,000
Q2 2019 Aug 02, 2019	SELL	N/A	-50 Reduced 0.82%	6,068 $426,000
Q1 2019 May 10, 2019	SELL	N/A	-18 Reduced 0.29%	6,118 $414,000
Q4 2018 Feb 13, 2019	BUY	N/A	683 Added 12.53%	6,136 $366,000
Q3 2018 Oct 17, 2018	SELL	N/A	-48 Reduced 0.87%	5,453 $379,000
Q2 2018 Aug 17, 2018	BUY	N/A	43 Added 0.79%	5,501 $357,000
Q1 2018 Apr 25, 2018	BUY	N/A	25 Added 0.46%	5,458 $344,000
Q4 2017 Feb 14, 2018	BUY	N/A	707 Added 14.96%	5,433 $347,000
Q3 2017 Nov 03, 2017	BUY	N/A	4,726	4,726 $284,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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