GHP Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.69M | Buy |
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|
2025
Q2 | $6.24M | Buy |
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|
2025
Q1 | $5.3M | Buy |
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|
2024
Q4 | $4.82M | Buy |
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|
2024
Q3 | $4.15M | Buy |
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|
2024
Q2 | $4.54M | Buy |
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|
2024
Q1 | $4.37M | Buy |
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|
2023
Q4 | $4.12M | Sell |
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|
2023
Q3 | $3.16M | Buy |
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|
2023
Q2 | $3.93M | Sell |
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|
2023
Q1 | $3.5M | Sell |
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|
2022
Q4 | $5.77M | Buy |
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|
2022
Q3 | $4.42M | Buy |
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|
2022
Q2 | $3.21M | Buy |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $2.5M | Buy |
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|
2021
Q2 | $2.39M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $962K | Sell |
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|
2020
Q2 | $902K | Sell |
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|
2020
Q1 | $910K | Sell |
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|
2019
Q4 | $1.39M | Buy |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $993K | Buy |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $967K | Sell |
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|
2018
Q3 | $1.18M | Buy |
|
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|
2018
Q2 | $1.22M | Sell |
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|
2018
Q1 | $1.33M | Sell |
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|
2017
Q4 | $1.32M | Buy |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $1.1M | Sell |
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|
2016
Q3 | $898K | Sell |
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|
2016
Q2 | $730K | Buy |
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|
2016
Q1 | $808K | Buy |
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|
2015
Q4 | $925K | Buy |
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|
2015
Q3 | $730K | Buy |
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|
2015
Q2 | $767K | Buy |
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|
2015
Q1 | $419K | Buy |
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|
2014
Q4 | $399K | Hold |
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|
2014
Q3 | $388K | Buy |
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|
2014
Q2 | $320K | Sell |
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|
2014
Q1 | $339K | Sell |
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|
2013
Q4 | $325K | Sell |
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|
2013
Q3 | $300K | Hold |
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|
2013
Q2 | $301K | Buy |
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