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GHP Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

GHP Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$650K Sell
22,070
-1,430
-6% -$40.8K 0.02% 302
2026
Q1 		$603K Sell
23,500
-1,015
-4% -$27.2K 0.02% 302
2025
Q4 		$660K Sell
24,515
-305
-1% -$8.14K 0.03% 295
2025
Q3 		$654K Sell
24,820
-35
-0.1% -$889 0.03% 291
2025
Q2 		$607K Buy
24,855
+25
+0.1% +$565 0.03% 291
2025
Q1 		$548K Sell
24,830
-1,464
-6% -$34.1K 0.03% 297
2024
Q4 		$609K Sell
26,294
-34
-0.1% -$792 0.03% 287
2024
Q3 		$595K Sell
26,328
-474
-2% -$10.3K 0.03% 290
2024
Q2 		$574K Sell
26,802
-576
-2% -$11.9K 0.03% 291
2024
Q1 		$566K Buy
27,378
+225
+0.8% +$4.43K 0.03% 299
2023
Q4 		$510K Sell
27,153
-165
-0.6% -$2.9K 0.03% 303
2023
Q3 		$464K Buy
27,318
+168
+0.6% +$2.95K 0.03% 307
2023
Q2 		$477K Buy
27,150
+1,125
+4% +$18.6K 0.03% 310
2023
Q1 		$420K Sell
26,025
-225
-0.9% -$3.54K 0.03% 311
2022
Q4 		$395K Sell
26,250
-279
-1% -$4.22K 0.03% 317
2022
Q3 		$375K Buy
26,529
+357
+1% +$5.6K 0.03% 309
2022
Q2 		$390K Buy
26,172
+60
+0.2% +$972 0.03% 303
2022
Q1 		$469K Sell
26,112
-1,500
-5% -$26.6K 0.03% 294
2021
Q4 		$524K Buy
27,612
+72
+0.3% +$1.33K 0.04% 249
2021
Q3 		$477K Sell
27,540
-8,574
-24% -$153K 0.04% 238
2021
Q2 		$626K Buy
36,114
+1,632
+5% +$27.5K 0.05% 223
2021
Q1 		$552K Buy
34,482
+1,356
+4% +$21.2K 0.05% 225
2020
Q4 		$502K Sell
33,126
-1,872
-5% -$26.8K 0.05% 221
2020
Q3 		$470K Buy
34,998
+846
+2% +$11.2K 0.05% 219
2020
Q2 		$422K Sell
34,152
-1,134
-3% -$13.2K 0.05% 230
2020
Q1 		$360K Buy
35,286
+372
+1% +$4.52K 0.05% 237
2019
Q4 		$447K Sell
34,914
-1,548
-4% -$19K 0.05% 245
2019
Q3 		$431K Buy
36,462
+54
+0.1% +$636 0.05% 244
2019
Q2 		$426K Sell
36,408
-300
-0.8% -$3.45K 0.05% 241
2019
Q1 		$414K Sell
36,708
-108
-0.3% -$1.17K 0.05% 236
2018
Q4 		$366K Buy
36,816
+4,098
+13% +$44K 0.06% 235
2018
Q3 		$379K Sell
32,718
-288
-0.9% -$3.27K 0.05% 245
2018
Q2 		$357K Buy
33,006
+258
+0.8% +$2.78K 0.05% 246
2018
Q1 		$344K Buy
32,748
+150
+0.5% +$1.63K 0.05% 249
2017
Q4 		$347K Buy
32,598
+4,242
+15% +$43.9K 0.05% 254
2017
Q3 		$284K Sell
28,356
-3,084
-10% -$30.3K 0.04% 260
2017
Q2 		$303K Sell
31,440
-4,590
-13% -$43.8K 0.05% 264
2017
Q1 		$338K Buy
36,030
+138
+0.4% +$1.28K 0.06% 254
2016
Q4 		$319K Sell
35,892
-4,494
-11% -$39K 0.06% 252
2016
Q3 		$347K Buy
40,386
+18
+0% +$154 0.07% 237
2016
Q2 		$335K Buy
40,368
+390
+1% +$3.21K 0.07% 241
2016
Q1 		$325K Sell
39,978
-1,776
-4% -$13.7K 0.07% 233
2015
Q4 		$338K Sell
41,754
-114
-0.3% -$929 0.08% 229
2015
Q3 		$319K Sell
41,868
-2,244
-5% -$18.1K 0.08% 222
2015
Q2 		$366K Buy
44,112
+942
+2% +$7.91K 0.09% 215
2015
Q1 		$357K Buy
43,170
+6
+0% +$49 0.09% 209
2014
Q4 		$353K Buy
43,164
+3,186
+8% +$25.5K 0.1% 200
2014
Q3 		$313K Buy
39,978
+6
+0% +$47 0.09% 210
2014
Q2 		$312K Sell
39,972
-990
-2% -$7.5K 0.09% 207
2014
Q1 		$305K Sell
40,962
-4,968
-11% -$36.4K 0.1% 206
2013
Q4 		$337K Buy
45,930
+1,050
+2% +$7.4K 0.11% 198
2013
Q3 		$301K Buy
44,880
+2,490
+6% +$16.6K 0.11% 203
2013
Q2 		$270K Buy
+42,390
New +$271K 0.11% 204

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

GHP Investment Advisors's SCHX Position: Q2 2026 in Review

GHP Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.1% in Q2 2026, selling an estimated $40.8K and leaving 22,070 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #302.

GHP Investment Advisors first reported a position in SCHX in Q2 2013 and has held it in 53 quarters since. The position peaked at $660K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • GHP Investment Advisors held 22,070 shares of Schwab US Large- Cap ETF worth $650K as of Q2 2026.
  • GHP Investment Advisors sold 1,430 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $40.8K.
  • Schwab US Large- Cap ETF made up 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #302 holding.
  • GHP Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's Schwab US Large- Cap ETF position peaked at $660K in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.