GHP Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.57M | Buy |
43,525
+182
| +0.4% | +$6.01K | 0.06% | 257 |
|
|
2026
Q1 | $1.26M | Sell |
43,343
-53
| -0.1% | -$1.59K | 0.05% | 261 |
|
|
2025
Q4 | $1.24M | Sell |
43,396
-223
| -0.5% | -$6.3K | 0.05% | 267 |
|
|
2025
Q3 | $1.22M | Buy |
43,619
+582
| +1% | +$15.6K | 0.05% | 261 |
|
|
2025
Q2 | $1.09M | Sell |
43,037
-197
| -0.5% | -$4.66K | 0.05% | 261 |
|
|
2025
Q1 | $1.01M | Buy |
43,234
+900
| +2% | +$22.9K | 0.05% | 265 |
|
|
2024
Q4 | $1.09M | Buy |
42,334
+1,434
| +4% | +$38.2K | 0.05% | 261 |
|
|
2024
Q3 | $1.05M | Buy |
40,900
+1,576
| +4% | +$39.1K | 0.05% | 261 |
|
|
2024
Q2 | $933K | Buy |
39,324
+872
| +2% | +$20.7K | 0.05% | 271 |
|
|
2024
Q1 | $947K | Buy |
38,452
+1,794
| +5% | +$42K | 0.05% | 272 |
|
|
2023
Q4 | $866K | Buy |
36,658
+636
| +2% | +$13.4K | 0.05% | 274 |
|
|
2023
Q3 | $721K | Sell |
36,022
-474
| -1% | -$10.4K | 0.04% | 277 |
|
|
2023
Q2 | $813K | Sell |
36,496
-2,466
| -6% | -$51.4K | 0.05% | 276 |
|
|
2023
Q1 | $817K | Buy |
38,962
+972
| +3% | +$20.9K | 0.05% | 266 |
|
|
2022
Q4 | $769K | Buy |
37,990
+11,382
| +43% | +$233K | 0.05% | 272 |
|
|
2022
Q3 | $503K | Sell |
26,608
-432
| -2% | -$9.04K | 0.04% | 294 |
|
|
2022
Q2 | $527K | Buy |
27,040
+464
| +2% | +$9.92K | 0.04% | 284 |
|
|
2022
Q1 | $629K | Sell |
26,576
-2,796
| -10% | -$66K | 0.04% | 277 |
|
|
2021
Q4 | $752K | Sell |
29,372
-1,004
| -3% | -$26K | 0.05% | 230 |
|
|
2021
Q3 | $760K | Buy |
30,376
+1,388
| +5% | +$35.2K | 0.06% | 216 |
|
|
2021
Q2 | $755K | Buy |
28,988
+2,360
| +9% | +$60.3K | 0.06% | 210 |
|
|
2021
Q1 | $664K | Buy |
26,628
+856
| +3% | +$21.1K | 0.06% | 212 |
|
|
2020
Q4 | $573K | Buy |
25,772
+4,828
| +23% | +$96.1K | 0.05% | 212 |
|
|
2020
Q3 | $358K | Sell |
20,944
-1,724
| -8% | -$29.7K | 0.04% | 235 |
|
|
2020
Q2 | $370K | Sell |
22,668
-1,884
| -8% | -$28.2K | 0.05% | 237 |
|
|
2020
Q1 | $316K | Sell |
24,552
-1,164
| -5% | -$19.8K | 0.05% | 241 |
|
|
2019
Q4 | $486K | Buy |
25,716
+1,328
| +5% | +$24K | 0.05% | 237 |
|
|
2019
Q3 | $425K | Sell |
24,388
-992
| -4% | -$17.5K | 0.05% | 245 |
|
|
2019
Q2 | $454K | Sell |
25,380
-612
| -2% | -$10.8K | 0.06% | 237 |
|
|
2019
Q1 | $454K | Buy |
25,992
+224
| +0.9% | +$3.83K | 0.06% | 232 |
|
|
2018
Q4 | $391K | Buy |
25,768
+1,936
| +8% | +$32.7K | 0.06% | 231 |
|
|
2018
Q3 | $454K | Buy |
23,832
+1,032
| +5% | +$19.7K | 0.06% | 232 |
|
|
2018
Q2 | $419K | Sell |
22,800
-148
| -0.6% | -$2.68K | 0.06% | 234 |
|
|
2018
Q1 | $397K | Buy |
22,948
+5,472
| +31% | +$96.5K | 0.06% | 243 |
|
|
2017
Q4 | $305K | Buy |
+17,476
| New | +$299K | 0.04% | 259 |
|
Other funds holding SCHA
AA
GHP Investment Advisors's SCHA Position: Q2 2026 in Review
GHP Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.42% in Q2 2026, buying an estimated $6.01K and bringing the position to 43,525 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #257.
GHP Investment Advisors first reported a position in SCHA in Q4 2017 and has held it in 35 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- GHP Investment Advisors held 43,525 shares of Schwab U.S Small- Cap ETF worth $1.57M as of Q2 2026.
- GHP Investment Advisors bought 182 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $6.01K.
- Schwab U.S Small- Cap ETF made up 0.06% of GHP Investment Advisors's portfolio in Q2 2026, its #257 holding.
- GHP Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.