GIA
GHP Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
43,037
-197
| -0.5% | -$4.98K | 0.05% | 261 |
|
|
2025
Q1 | $1.01M | Buy |
43,234
+900
| +2% | +$21.1K | 0.05% | 265 |
|
|
2024
Q4 | $1.09M | Buy |
42,334
+21,884
| +107% | +$566K | 0.05% | 261 |
|
|
2024
Q3 | $1.05M | Buy |
20,450
+788
| +4% | +$40.6K | 0.05% | 261 |
|
|
2024
Q2 | $933K | Buy |
19,662
+436
| +2% | +$20.7K | 0.05% | 271 |
|
|
2024
Q1 | $947K | Buy |
19,226
+897
| +5% | +$44.2K | 0.05% | 272 |
|
|
2023
Q4 | $866K | Buy |
18,329
+318
| +2% | +$15K | 0.05% | 274 |
|
|
2023
Q3 | $721K | Sell |
18,011
-237
| -1% | -$9.49K | 0.04% | 277 |
|
|
2023
Q2 | $813K | Sell |
18,248
-1,233
| -6% | -$54.9K | 0.05% | 276 |
|
|
2023
Q1 | $817K | Buy |
19,481
+486
| +3% | +$20.4K | 0.05% | 266 |
|
|
2022
Q4 | $769K | Buy |
18,995
+5,691
| +43% | +$231K | 0.05% | 272 |
|
|
2022
Q3 | $503K | Sell |
13,304
-216
| -2% | -$8.17K | 0.04% | 294 |
|
|
2022
Q2 | $527K | Buy |
13,520
+232
| +2% | +$9.04K | 0.04% | 284 |
|
|
2022
Q1 | $629K | Buy |
13,288
+5,945
| +81% | +$281K | 0.04% | 277 |
|
|
2021
Q4 | $752K | Sell |
7,343
-251
| -3% | -$25.7K | 0.05% | 230 |
|
|
2021
Q3 | $760K | Buy |
7,594
+347
| +5% | +$34.7K | 0.06% | 216 |
|
|
2021
Q2 | $755K | Buy |
7,247
+590
| +9% | +$61.5K | 0.06% | 210 |
|
|
2021
Q1 | $664K | Buy |
6,657
+214
| +3% | +$21.3K | 0.06% | 212 |
|
|
2020
Q4 | $573K | Buy |
6,443
+1,207
| +23% | +$107K | 0.05% | 212 |
|
|
2020
Q3 | $358K | Sell |
5,236
-431
| -8% | -$29.5K | 0.04% | 235 |
|
|
2020
Q2 | $370K | Sell |
5,667
-471
| -8% | -$30.8K | 0.05% | 237 |
|
|
2020
Q1 | $316K | Sell |
6,138
-291
| -5% | -$15K | 0.05% | 241 |
|
|
2019
Q4 | $486K | Buy |
6,429
+332
| +5% | +$25.1K | 0.05% | 237 |
|
|
2019
Q3 | $425K | Sell |
6,097
-248
| -4% | -$17.3K | 0.05% | 245 |
|
|
2019
Q2 | $454K | Sell |
6,345
-153
| -2% | -$10.9K | 0.06% | 237 |
|
|
2019
Q1 | $454K | Buy |
6,498
+56
| +0.9% | +$3.91K | 0.06% | 232 |
|
|
2018
Q4 | $391K | Buy |
6,442
+484
| +8% | +$29.4K | 0.06% | 231 |
|
|
2018
Q3 | $454K | Buy |
5,958
+258
| +5% | +$19.7K | 0.06% | 232 |
|
|
2018
Q2 | $419K | Sell |
5,700
-37
| -0.6% | -$2.72K | 0.06% | 234 |
|
|
2018
Q1 | $397K | Buy |
5,737
+1,368
| +31% | +$94.7K | 0.06% | 243 |
|
|
2017
Q4 | $305K | Buy |
+4,369
| New | +$305K | 0.04% | 259 |
|