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

Ghp Investment Advisors, Inc.

$2.12 Billion
Q4 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 26,294 shares of SCHX stock, worth $546,652. This represents 0.03% of its overall portfolio holdings.

Number of Shares

26,294

Previous 8,776 199.61%

Holding current value

$546,652

Previous $595,000 2.35%

% of portfolio

0.03%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.4 - $68.28 $392,403 - $1.2 Million	17,518 Added 199.61%	26,294 $609,000
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

1,476

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ghp Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ghp Investment Advisors, Inc. with notifications on news.

Account

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