GIA
GHP Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
24,855
+25
| +0.1% | +$611 | 0.03% | 291 |
|
|
2025
Q1 | $548K | Sell |
24,830
-1,464
| -6% | -$32.3K | 0.03% | 297 |
|
|
2024
Q4 | $609K | Buy |
26,294
+17,518
| +200% | +$406K | 0.03% | 287 |
|
|
2024
Q3 | $595K | Sell |
8,776
-158
| -2% | -$10.7K | 0.03% | 290 |
|
|
2024
Q2 | $574K | Sell |
8,934
-192
| -2% | -$12.3K | 0.03% | 291 |
|
|
2024
Q1 | $566K | Buy |
9,126
+75
| +0.8% | +$4.66K | 0.03% | 299 |
|
|
2023
Q4 | $510K | Sell |
9,051
-55
| -0.6% | -$3.1K | 0.03% | 303 |
|
|
2023
Q3 | $464K | Buy |
9,106
+56
| +0.6% | +$2.86K | 0.03% | 307 |
|
|
2023
Q2 | $477K | Buy |
9,050
+375
| +4% | +$19.8K | 0.03% | 310 |
|
|
2023
Q1 | $420K | Sell |
8,675
-75
| -0.9% | -$3.63K | 0.03% | 311 |
|
|
2022
Q4 | $395K | Sell |
8,750
-93
| -1% | -$4.2K | 0.03% | 317 |
|
|
2022
Q3 | $375K | Buy |
8,843
+119
| +1% | +$5.05K | 0.03% | 309 |
|
|
2022
Q2 | $390K | Buy |
8,724
+20
| +0.2% | +$894 | 0.03% | 303 |
|
|
2022
Q1 | $469K | Buy |
8,704
+4,102
| +89% | +$221K | 0.03% | 294 |
|
|
2021
Q4 | $524K | Buy |
4,602
+12
| +0.3% | +$1.37K | 0.04% | 249 |
|
|
2021
Q3 | $477K | Sell |
4,590
-1,429
| -24% | -$149K | 0.04% | 238 |
|
|
2021
Q2 | $626K | Buy |
6,019
+272
| +5% | +$28.3K | 0.05% | 223 |
|
|
2021
Q1 | $552K | Buy |
5,747
+226
| +4% | +$21.7K | 0.05% | 225 |
|
|
2020
Q4 | $502K | Sell |
5,521
-312
| -5% | -$28.4K | 0.05% | 221 |
|
|
2020
Q3 | $470K | Buy |
5,833
+141
| +2% | +$11.4K | 0.05% | 219 |
|
|
2020
Q2 | $422K | Sell |
5,692
-189
| -3% | -$14K | 0.05% | 230 |
|
|
2020
Q1 | $360K | Buy |
5,881
+62
| +1% | +$3.8K | 0.05% | 237 |
|
|
2019
Q4 | $447K | Sell |
5,819
-258
| -4% | -$19.8K | 0.05% | 245 |
|
|
2019
Q3 | $431K | Buy |
6,077
+9
| +0.1% | +$638 | 0.05% | 244 |
|
|
2019
Q2 | $426K | Sell |
6,068
-50
| -0.8% | -$3.51K | 0.05% | 241 |
|
|
2019
Q1 | $414K | Sell |
6,118
-18
| -0.3% | -$1.22K | 0.05% | 236 |
|
|
2018
Q4 | $366K | Buy |
6,136
+683
| +13% | +$40.7K | 0.06% | 235 |
|
|
2018
Q3 | $379K | Sell |
5,453
-48
| -0.9% | -$3.34K | 0.05% | 245 |
|
|
2018
Q2 | $357K | Buy |
5,501
+43
| +0.8% | +$2.79K | 0.05% | 246 |
|
|
2018
Q1 | $344K | Buy |
5,458
+25
| +0.5% | +$1.58K | 0.05% | 249 |
|
|
2017
Q4 | $347K | Buy |
5,433
+707
| +15% | +$45.2K | 0.05% | 254 |
|
|
2017
Q3 | $284K | Sell |
4,726
-514
| -10% | -$30.9K | 0.04% | 260 |
|
|
2017
Q2 | $303K | Sell |
5,240
-765
| -13% | -$44.2K | 0.05% | 264 |
|
|
2017
Q1 | $338K | Buy |
6,005
+23
| +0.4% | +$1.3K | 0.06% | 254 |
|
|
2016
Q4 | $319K | Sell |
5,982
-749
| -11% | -$39.9K | 0.06% | 252 |
|
|
2016
Q3 | $347K | Buy |
6,731
+3
| +0% | +$155 | 0.07% | 237 |
|
|
2016
Q2 | $335K | Buy |
6,728
+65
| +1% | +$3.24K | 0.07% | 241 |
|
|
2016
Q1 | $325K | Sell |
6,663
-296
| -4% | -$14.4K | 0.07% | 233 |
|
|
2015
Q4 | $338K | Sell |
6,959
-19
| -0.3% | -$923 | 0.08% | 229 |
|
|
2015
Q3 | $319K | Sell |
6,978
-374
| -5% | -$17.1K | 0.08% | 222 |
|
|
2015
Q2 | $366K | Buy |
7,352
+157
| +2% | +$7.82K | 0.09% | 215 |
|
|
2015
Q1 | $357K | Buy |
7,195
+1
| +0% | +$50 | 0.09% | 209 |
|
|
2014
Q4 | $353K | Buy |
7,194
+531
| +8% | +$26.1K | 0.1% | 200 |
|
|
2014
Q3 | $313K | Buy |
6,663
+1
| +0% | +$47 | 0.09% | 210 |
|
|
2014
Q2 | $312K | Sell |
6,662
-165
| -2% | -$7.73K | 0.09% | 207 |
|
|
2014
Q1 | $305K | Sell |
6,827
-828
| -11% | -$37K | 0.1% | 206 |
|
|
2013
Q4 | $337K | Buy |
7,655
+175
| +2% | +$7.7K | 0.11% | 198 |
|
|
2013
Q3 | $301K | Buy |
7,480
+415
| +6% | +$16.7K | 0.11% | 203 |
|
|
2013
Q2 | $270K | Buy |
+7,065
| New | +$270K | 0.11% | 204 |
|