GIA
GHP Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
73,470
+594
| +0.8% | +$15.7K | 0.09% | 223 |
|
|
2025
Q1 | $2.04M | Buy |
72,876
+1,535
| +2% | +$42.9K | 0.1% | 219 |
|
|
2024
Q4 | $1.95M | Buy |
71,341
+48,530
| +213% | +$1.33M | 0.09% | 228 |
|
|
2024
Q3 | $1.93M | Sell |
22,811
-126
| -0.5% | -$10.7K | 0.09% | 230 |
|
|
2024
Q2 | $1.78M | Sell |
22,937
-587
| -2% | -$45.6K | 0.09% | 235 |
|
|
2024
Q1 | $1.9M | Buy |
23,524
+286
| +1% | +$23.1K | 0.09% | 230 |
|
|
2023
Q4 | $1.77M | Buy |
23,238
+396
| +2% | +$30.1K | 0.1% | 230 |
|
|
2023
Q3 | $1.61M | Buy |
22,842
+44
| +0.2% | +$3.09K | 0.1% | 225 |
|
|
2023
Q2 | $1.7M | Sell |
22,798
-652
| -3% | -$48.6K | 0.1% | 229 |
|
|
2023
Q1 | $1.72M | Sell |
23,450
-445
| -2% | -$32.6K | 0.11% | 226 |
|
|
2022
Q4 | $1.8M | Buy |
23,895
+490
| +2% | +$37K | 0.12% | 218 |
|
|
2022
Q3 | $1.56M | Buy |
23,405
+490
| +2% | +$32.6K | 0.12% | 220 |
|
|
2022
Q2 | $1.64M | Sell |
22,915
-1,495
| -6% | -$107K | 0.12% | 216 |
|
|
2022
Q1 | $1.93M | Sell |
24,410
-508
| -2% | -$40.1K | 0.13% | 211 |
|
|
2021
Q4 | $2.01M | Buy |
24,918
+166
| +0.7% | +$13.4K | 0.14% | 185 |
|
|
2021
Q3 | $1.84M | Sell |
24,752
-590
| -2% | -$43.8K | 0.15% | 177 |
|
|
2021
Q2 | $1.92M | Buy |
25,342
+1,424
| +6% | +$108K | 0.15% | 171 |
|
|
2021
Q1 | $1.74M | Buy |
23,918
+439
| +2% | +$32K | 0.15% | 171 |
|
|
2020
Q4 | $1.51M | Buy |
23,479
+1,899
| +9% | +$122K | 0.14% | 170 |
|
|
2020
Q3 | $1.19M | Buy |
21,580
+646
| +3% | +$35.7K | 0.13% | 172 |
|
|
2020
Q2 | $1.08M | Buy |
20,934
+1,480
| +8% | +$76.6K | 0.13% | 176 |
|
|
2020
Q1 | $875K | Buy |
19,454
+1,767
| +10% | +$79.5K | 0.13% | 181 |
|
|
2019
Q4 | $1.02M | Sell |
17,687
-126
| -0.7% | -$7.3K | 0.11% | 195 |
|
|
2019
Q3 | $976K | Sell |
17,813
-1,427
| -7% | -$78.2K | 0.12% | 193 |
|
|
2019
Q2 | $1.02M | Sell |
19,240
-790
| -4% | -$41.9K | 0.12% | 187 |
|
|
2019
Q1 | $1.05M | Sell |
20,030
-9
| -0% | -$470 | 0.13% | 179 |
|
|
2018
Q4 | $941K | Buy |
20,039
+3,788
| +23% | +$178K | 0.14% | 173 |
|
|
2018
Q3 | $861K | Sell |
16,251
-120
| -0.7% | -$6.36K | 0.12% | 189 |
|
|
2018
Q2 | $807K | Buy |
16,371
+300
| +2% | +$14.8K | 0.11% | 189 |
|
|
2018
Q1 | $788K | Buy |
16,071
+48
| +0.3% | +$2.35K | 0.11% | 192 |
|
|
2017
Q4 | $820K | Buy |
16,023
+184
| +1% | +$9.42K | 0.12% | 192 |
|
|
2017
Q3 | $741K | Buy |
15,839
+164
| +1% | +$7.67K | 0.11% | 198 |
|
|
2017
Q2 | $707K | Sell |
15,675
-219
| -1% | -$9.88K | 0.11% | 203 |
|
|
2017
Q1 | $709K | Buy |
15,894
+66
| +0.4% | +$2.94K | 0.12% | 191 |
|
|
2016
Q4 | $690K | Buy |
15,828
+81
| +0.5% | +$3.53K | 0.13% | 188 |
|
|
2016
Q3 | $666K | Buy |
15,747
+52
| +0.3% | +$2.2K | 0.14% | 183 |
|
|
2016
Q2 | $650K | Buy |
15,695
+38
| +0.2% | +$1.57K | 0.14% | 178 |
|
|
2016
Q1 | $628K | Sell |
15,657
-149
| -0.9% | -$5.98K | 0.14% | 178 |
|
|
2015
Q4 | $609K | Buy |
15,806
+347
| +2% | +$13.4K | 0.15% | 170 |
|
|
2015
Q3 | $556K | Buy |
15,459
+380
| +3% | +$13.7K | 0.14% | 168 |
|
|
2015
Q2 | $574K | Buy |
15,079
+1,322
| +10% | +$50.3K | 0.14% | 168 |
|
|
2015
Q1 | $542K | Buy |
13,757
+383
| +3% | +$15.1K | 0.14% | 169 |
|
|
2014
Q4 | $533K | Buy |
13,374
+563
| +4% | +$22.4K | 0.15% | 167 |
|
|
2014
Q3 | $494K | Buy |
12,811
+252
| +2% | +$9.72K | 0.15% | 161 |
|
|
2014
Q2 | $481K | Buy |
12,559
+203
| +2% | +$7.78K | 0.14% | 166 |
|
|
2014
Q1 | $455K | Sell |
12,356
-448
| -3% | -$16.5K | 0.15% | 167 |
|
|
2013
Q4 | $469K | Buy |
12,804
+1,841
| +17% | +$67.4K | 0.15% | 152 |
|
|
2013
Q3 | $369K | Buy |
10,963
+566
| +5% | +$19.1K | 0.13% | 177 |
|
|
2013
Q2 | $340K | Buy |
+10,397
| New | +$340K | 0.14% | 173 |
|