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Schwab Strategic Tr us dividend eq shares owned by GHP Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by GHP Investment Advisors from 13F filings

Historical chart of GHP Investment Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by GHP Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by GHP Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 23k 76.13
2023-09-30 $1.6M 23k 70.32
2023-06-30 $1.7M 23k 74.57
2023-03-31 $1.7M 24k 73.16
2022-12-31 $1.8M 24k 75.54
2022-09-30 $1.6M 23k 66.44
2022-06-30 $1.6M 23k 71.61
2022-03-31 $1.9M 24k 78.90
2021-12-31 $2.0M 25k 80.83
2021-09-30 $1.8M 25k 74.26
2021-06-30 $1.9M 25k 75.61
2021-03-31 $1.7M 24k 72.92
2020-12-31 $1.5M 24k 64.14
2020-09-30 $1.2M 22k 55.28
2020-06-30 $1.1M 21k 51.73
2020-03-31 $875k 20k 44.98
2019-12-31 $1.0M 18k 57.90
2019-09-30 $976k 18k 54.79
2019-06-30 $1.0M 19k 53.07
2019-03-31 $1.0M 20k 52.27
2018-12-31 $941k 20k 46.96
2018-09-30 $861k 16k 52.98
2018-06-30 $807k 16k 49.29
2018-03-31 $788k 16k 49.03
2017-12-31 $820k 16k 51.18
2017-09-30 $741k 16k 46.78
2017-06-30 $707k 16k 45.10
2017-03-31 $709k 16k 44.61
2016-12-31 $690k 16k 43.59
2016-09-30 $666k 16k 42.29
2016-06-30 $650k 16k 41.41
2016-03-31 $628k 16k 40.11
2015-12-31 $609k 16k 38.53
2015-09-30 $556k 16k 35.97
2015-06-30 $574k 15k 38.07
2015-03-31 $542k 14k 39.40
2014-12-31 $533k 13k 39.85
2014-09-30 $494k 13k 38.56
2014-06-30 $481k 13k 38.30
2014-03-31 $455k 12k 36.82
2013-12-31 $469k 13k 36.63
2013-09-30 $369k 11k 33.66
2013-06-30 $340k 10k 32.70
2013-03-31 $274k 8.6k 31.79

More positions owned by GHP Investment Advisors

Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr S&P SML 600 GWT (IJT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Fair Isaac Corporation (FICO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Ishares Tr Msci Uk Etf New (EWU)

View all positions for GHP Investment Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Wealthfront Advisers
Sontag Advisory
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq