Ghp Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Ghp Investment Advisors, Inc.

$2.12 Billion
Q4 2024

A detailed history of Ghp Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 1,462,363 shares of SCHG stock, worth $40.2 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

1,462,363

Previous 366,394 299.12%

Holding current value

$40.2 Million

Previous $38.2 Million 6.77%

% of portfolio

1.93%

Previous 1.77%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$25.93 - $105.3 $28.4 Million - $115 Million	1,095,969 Added 299.12%	1,462,363 $40.8 Million
Q3 2024 Oct 24, 2024	BUY	$92.63 - $105.69 $231,204 - $263,802	2,496 Added 0.69%	366,394 $38.2 Million
Q2 2024 Aug 08, 2024	BUY	$87.04 - $101.61 $90,347 - $105,471	1,038 Added 0.29%	363,898 $36.7 Million
Q1 2024 Apr 25, 2024	BUY	$80.6 - $93.32 $187,798 - $217,435	2,330 Added 0.65%	362,860 $33.6 Million
Q4 2023 Jan 26, 2024	BUY	$70.08 - $83.37 $100,214 - $119,219	1,430 Added 0.4%	360,530 $29.9 Million
Q3 2023 Oct 17, 2023	BUY	$71.99 - $78.02 $311,860 - $337,982	4,332 Added 1.22%	359,100 $26.1 Million
Q2 2023 Aug 14, 2023	SELL	$63.6 - $74.95 $10,875 - $12,816	-171 Reduced 0.05%	354,768 $26.6 Million
Q1 2023 Apr 21, 2023	BUY	$54.19 - $65.17 $1.44 Million - $1.73 Million	26,581 Added 8.1%	354,939 $23.1 Million
Q4 2022 Feb 16, 2023	BUY	$54.31 - $60.76 $1.86 Million - $2.08 Million	34,180 Added 11.62%	328,358 $18.2 Million
Q3 2022 Oct 28, 2022	BUY	$55.81 - $69.25 $526,120 - $652,819	9,427 Added 3.31%	294,178 $16.4 Million
Q2 2022 Aug 11, 2022	BUY	$55.73 - $76.55 $900,429 - $1.24 Million	16,157 Added 6.02%	284,751 $16.5 Million
Q1 2022 Apr 28, 2022	BUY	$65.63 - $82.62 $8.95 Million - $11.3 Million	136,363 Added 103.12%	268,594 $20.1 Million
Q4 2021 Feb 14, 2022	SELL	$73.11 - $83.4 $65,287 - $74,476	-893 Reduced 0.67%	132,231 $21.7 Million
Q3 2021 Nov 12, 2021	BUY	$73.24 - $78.94 $36,693 - $39,548	501 Added 0.38%	133,124 $19.7 Million
Q2 2021 Aug 13, 2021	BUY	$65.3 - $73.24 $50,085 - $56,175	767 Added 0.58%	132,623 $19.4 Million
Q1 2021 May 14, 2021	BUY	$61.41 - $68.35 $109,248 - $121,594	1,779 Added 1.37%	131,856 $17.1 Million
Q4 2020 Feb 12, 2021	BUY	$55.95 - $64.38 $37,934 - $43,649	678 Added 0.52%	130,077 $16.7 Million
Q3 2020 Nov 16, 2020	SELL	$51.42 - $61.56 $33,063 - $39,583	-643 Reduced 0.49%	129,399 $14.9 Million
Q2 2020 Aug 06, 2020	BUY	$37.99 - $51.32 $47,791 - $64,560	1,258 Added 0.98%	130,042 $13.2 Million
Q1 2020 May 13, 2020	SELL	$34.6 - $51.17 $66,535 - $98,399	-1,923 Reduced 1.47%	128,784 $10.3 Million
Q4 2019 Feb 14, 2020	BUY	$40.97 - $46.72 $61,618 - $70,266	1,504 Added 1.16%	130,707 $12.1 Million
Q3 2019 Nov 07, 2019	SELL	$41.7 - $42.86 $19,974 - $20,529	-479 Reduced 0.37%	129,203 $10.9 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-2,444 Reduced 1.85%	129,682 $10.8 Million
Q1 2019 May 10, 2019	BUY	N/A	3,803 Added 2.96%	132,126 $10.5 Million
Q4 2018 Feb 13, 2019	BUY	N/A	1,726 Added 1.36%	128,323 $8.85 Million
Q3 2018 Oct 17, 2018	BUY	N/A	4,997 Added 4.11%	126,597 $10.4 Million
Q2 2018 Aug 17, 2018	BUY	N/A	4,615 Added 3.94%	121,600 $9.22 Million
Q1 2018 Apr 25, 2018	BUY	N/A	3,985 Added 3.53%	116,985 $8.39 Million
Q4 2017 Feb 14, 2018	BUY	N/A	3,927 Added 3.6%	113,000 $7.99 Million
Q3 2017 Nov 03, 2017	BUY	N/A	109,073	109,073 $7.21 Million

Others Institutions Holding SCHG

# of Institutions

1,467

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

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About SCHWAB STRATEGIC TR US LARGE-C

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Ghp Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History