GHP Investment Advisors, Inc. SCHV Holdings History
GHP Investment Advisors, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, GHP Investment Advisors, Inc. held 973,372.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $25.87 Mil. This investment constitutes 1.24% of their stock portfolio, and GHP Investment Advisors, Inc. now holds 0.22% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2015Q4. And since then GHP Investment Advisors, Inc. has made 27 purchases of SCHV, at an average price of $35.11, for a total of 987,283.00 shares. In addition, there have been 2 sales at an average price of $56.61 for 13,911.00 shares. Based on historical transaction data and SCHV's current price of $28.30, GHP Investment Advisors, Inc.'s estimated gain on his SCHV holdings is $-6.33 Mil, reflecting a -18.27% gain to date.
GHP Investment Advisors, Inc. SCHV ($28.30) Holding Chart
GHP Investment Advisors, Inc. SCHV ($28.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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