Charles Schwab Corporation shares owned by GHP Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by GHP Investment Advisors
from 13F filings
Historical chart of GHP Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by GHP Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.4M | 60k | 72.34 |
| 2023-12-31 | $4.1M | 60k | 68.80 |
| 2023-09-30 | $3.2M | 62k | 51.33 |
| 2023-06-30 | $3.9M | 61k | 64.08 |
| 2023-03-31 | $3.5M | 67k | 52.38 |
| 2022-12-31 | $5.8M | 69k | 83.26 |
| 2022-09-30 | $4.4M | 61k | 71.88 |
| 2022-06-30 | $3.2M | 51k | 63.19 |
| 2022-03-31 | $3.1M | 37k | 84.30 |
| 2021-12-31 | $3.0M | 35k | 84.10 |
| 2021-09-30 | $2.5M | 34k | 72.83 |
| 2021-06-30 | $2.4M | 33k | 72.82 |
| 2021-03-31 | $2.0M | 30k | 65.19 |
| 2020-12-31 | $1.6M | 30k | 53.04 |
| 2020-09-30 | $962k | 27k | 36.23 |
| 2020-06-30 | $902k | 27k | 33.73 |
| 2020-03-31 | $910k | 27k | 33.62 |
| 2019-12-31 | $1.4M | 29k | 47.56 |
| 2019-09-30 | $1.1M | 26k | 41.84 |
| 2019-06-30 | $993k | 25k | 40.21 |
| 2019-03-31 | $1.0M | 24k | 42.77 |
| 2018-12-31 | $967k | 23k | 41.52 |
| 2018-09-30 | $1.2M | 24k | 49.17 |
| 2018-06-30 | $1.2M | 24k | 51.12 |
| 2018-03-31 | $1.3M | 26k | 52.24 |
| 2017-12-31 | $1.3M | 26k | 51.38 |
| 2017-09-30 | $1.1M | 26k | 43.73 |
| 2017-06-30 | $1.1M | 26k | 42.95 |
| 2017-03-31 | $1.1M | 26k | 40.80 |
| 2016-12-31 | $1.1M | 28k | 39.47 |
| 2016-09-30 | $898k | 28k | 31.58 |
| 2016-06-30 | $730k | 29k | 25.30 |
| 2016-03-31 | $808k | 29k | 28.04 |
| 2015-12-31 | $925k | 28k | 32.93 |
| 2015-09-30 | $730k | 26k | 28.57 |
| 2015-06-30 | $767k | 22k | 34.83 |
| 2015-03-31 | $419k | 14k | 30.47 |
| 2014-12-31 | $399k | 13k | 30.20 |
| 2014-09-30 | $388k | 13k | 29.37 |
| 2014-06-30 | $320k | 12k | 26.93 |
| 2014-03-31 | $339k | 12k | 27.34 |
| 2013-12-31 | $325k | 13k | 25.99 |
| 2013-09-30 | $300k | 14k | 21.16 |
| 2013-06-30 | $301k | 14k | 21.23 |
| 2013-03-31 | $251k | 14k | 17.69 |
| 2012-12-31 | $177k | 12k | 14.36 |
| 2012-09-30 | $141k | 11k | 12.78 |
| 2012-03-31 | $167k | 12k | 14.41 |
| 2011-12-31 | $155k | 14k | 11.28 |
| 2011-09-30 | $160k | 14k | 11.29 |