GHP Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $654K | Sell |
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|
2025
Q2 | $607K | Buy |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $609K | Sell |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $477K | Sell |
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|
2021
Q2 | $626K | Buy |
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|
2021
Q1 | $552K | Buy |
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|
2020
Q4 | $502K | Sell |
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|
2020
Q3 | $470K | Buy |
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|
2020
Q2 | $422K | Sell |
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|
2020
Q1 | $360K | Buy |
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|
2019
Q4 | $447K | Sell |
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|
2019
Q3 | $431K | Buy |
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|
2019
Q2 | $426K | Sell |
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|
2019
Q1 | $414K | Sell |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $379K | Sell |
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|
2018
Q2 | $357K | Buy |
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|
2018
Q1 | $344K | Buy |
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|
2017
Q4 | $347K | Buy |
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|
2017
Q3 | $284K | Sell |
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|
2017
Q2 | $303K | Sell |
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|
2017
Q1 | $338K | Buy |
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|
2016
Q4 | $319K | Sell |
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|
2016
Q3 | $347K | Buy |
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|
2016
Q2 | $335K | Buy |
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|
2016
Q1 | $325K | Sell |
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|
2015
Q4 | $338K | Sell |
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|
2015
Q3 | $319K | Sell |
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|
2015
Q2 | $366K | Buy |
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|
2015
Q1 | $357K | Buy |
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|
2014
Q4 | $353K | Buy |
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|
2014
Q3 | $313K | Buy |
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|
2014
Q2 | $312K | Sell |
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|
2014
Q1 | $305K | Sell |
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|
2013
Q4 | $337K | Buy |
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|
2013
Q3 | $301K | Buy |
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|
2013
Q2 | $270K | Buy |
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