GHP Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Buy |
68,390
+671
| +1% | +$61.2K | 0.28% | 132 |
|
|
2025
Q1 | $5.3M | Buy |
67,719
+2,560
| +4% | +$200K | 0.25% | 142 |
|
|
2024
Q4 | $4.82M | Buy |
65,159
+1,082
| +2% | +$80.1K | 0.23% | 155 |
|
|
2024
Q3 | $4.15M | Buy |
64,077
+2,402
| +4% | +$156K | 0.19% | 168 |
|
|
2024
Q2 | $4.54M | Buy |
61,675
+1,324
| +2% | +$97.6K | 0.23% | 151 |
|
|
2024
Q1 | $4.37M | Buy |
60,351
+529
| +0.9% | +$38.3K | 0.22% | 159 |
|
|
2023
Q4 | $4.12M | Sell |
59,822
-1,805
| -3% | -$124K | 0.22% | 157 |
|
|
2023
Q3 | $3.16M | Buy |
61,627
+350
| +0.6% | +$18K | 0.19% | 168 |
|
|
2023
Q2 | $3.93M | Sell |
61,277
-5,470
| -8% | -$351K | 0.23% | 149 |
|
|
2023
Q1 | $3.5M | Sell |
66,747
-2,560
| -4% | -$134K | 0.22% | 156 |
|
|
2022
Q4 | $5.77M | Buy |
69,307
+7,868
| +13% | +$655K | 0.39% | 100 |
|
|
2022
Q3 | $4.42M | Buy |
61,439
+10,574
| +21% | +$760K | 0.34% | 109 |
|
|
2022
Q2 | $3.21M | Buy |
50,865
+13,605
| +37% | +$860K | 0.24% | 150 |
|
|
2022
Q1 | $3.14M | Buy |
37,260
+2,039
| +6% | +$172K | 0.21% | 167 |
|
|
2021
Q4 | $2.96M | Buy |
35,221
+935
| +3% | +$78.6K | 0.21% | 154 |
|
|
2021
Q3 | $2.5M | Buy |
34,286
+1,426
| +4% | +$104K | 0.2% | 161 |
|
|
2021
Q2 | $2.39M | Buy |
32,860
+2,841
| +9% | +$207K | 0.19% | 160 |
|
|
2021
Q1 | $1.96M | Buy |
30,019
+553
| +2% | +$36.1K | 0.17% | 163 |
|
|
2020
Q4 | $1.56M | Buy |
29,466
+2,911
| +11% | +$154K | 0.15% | 165 |
|
|
2020
Q3 | $962K | Sell |
26,555
-190
| -0.7% | -$6.88K | 0.11% | 181 |
|
|
2020
Q2 | $902K | Sell |
26,745
-322
| -1% | -$10.9K | 0.11% | 181 |
|
|
2020
Q1 | $910K | Sell |
27,067
-2,243
| -8% | -$75.4K | 0.14% | 177 |
|
|
2019
Q4 | $1.39M | Buy |
29,310
+3,616
| +14% | +$172K | 0.15% | 175 |
|
|
2019
Q3 | $1.08M | Buy |
25,694
+998
| +4% | +$41.8K | 0.13% | 186 |
|
|
2019
Q2 | $993K | Buy |
24,696
+1,104
| +5% | +$44.4K | 0.12% | 193 |
|
|
2019
Q1 | $1.01M | Buy |
23,592
+301
| +1% | +$12.9K | 0.13% | 181 |
|
|
2018
Q4 | $967K | Sell |
23,291
-708
| -3% | -$29.4K | 0.15% | 172 |
|
|
2018
Q3 | $1.18M | Buy |
23,999
+172
| +0.7% | +$8.46K | 0.16% | 164 |
|
|
2018
Q2 | $1.22M | Sell |
23,827
-1,711
| -7% | -$87.5K | 0.17% | 155 |
|
|
2018
Q1 | $1.33M | Sell |
25,538
-97
| -0.4% | -$5.07K | 0.19% | 154 |
|
|
2017
Q4 | $1.32M | Buy |
25,635
+48
| +0.2% | +$2.47K | 0.19% | 152 |
|
|
2017
Q3 | $1.12M | Sell |
25,587
-234
| -0.9% | -$10.2K | 0.17% | 161 |
|
|
2017
Q2 | $1.11M | Sell |
25,821
-528
| -2% | -$22.7K | 0.18% | 160 |
|
|
2017
Q1 | $1.08M | Sell |
26,349
-1,573
| -6% | -$64.2K | 0.18% | 154 |
|
|
2016
Q4 | $1.1M | Sell |
27,922
-517
| -2% | -$20.4K | 0.21% | 141 |
|
|
2016
Q3 | $898K | Sell |
28,439
-411
| -1% | -$13K | 0.18% | 153 |
|
|
2016
Q2 | $730K | Buy |
28,850
+30
| +0.1% | +$759 | 0.16% | 163 |
|
|
2016
Q1 | $808K | Buy |
28,820
+734
| +3% | +$20.6K | 0.18% | 150 |
|
|
2015
Q4 | $925K | Buy |
28,086
+2,534
| +10% | +$83.5K | 0.22% | 127 |
|
|
2015
Q3 | $730K | Buy |
25,552
+3,532
| +16% | +$101K | 0.19% | 144 |
|
|
2015
Q2 | $767K | Buy |
22,020
+8,269
| +60% | +$288K | 0.19% | 140 |
|
|
2015
Q1 | $419K | Buy |
13,751
+540
| +4% | +$16.5K | 0.11% | 199 |
|
|
2014
Q4 | $399K | Hold |
13,211
| – | – | 0.11% | 195 |
|
|
2014
Q3 | $388K | Buy |
13,211
+1,330
| +11% | +$39.1K | 0.11% | 191 |
|
|
2014
Q2 | $320K | Sell |
11,881
-520
| -4% | -$14K | 0.09% | 205 |
|
|
2014
Q1 | $339K | Sell |
12,401
-102
| -0.8% | -$2.79K | 0.11% | 197 |
|
|
2013
Q4 | $325K | Sell |
12,503
-1,677
| -12% | -$43.6K | 0.11% | 202 |
|
|
2013
Q3 | $300K | Hold |
14,180
| – | – | 0.11% | 204 |
|
|
2013
Q2 | $301K | Buy |
+14,180
| New | +$301K | 0.12% | 194 |
|