Back to SCHW-PJ
GHP Investment Advisors, Inc. → SCHW-PJ
GHP Investment Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
102
Latest value
$42K
Q3 2026
Peak value
$52.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.7M |
| Q3 2025 | $6K |
| Q3 2025 | $74K |
| Q3 2025 | $654K |
| Q3 2025 | $46.6M |
| Q3 2025 | $23K |
| Q3 2025 | $29.1M |
| Q3 2025 | $50K |
| Q3 2025 | $1.2M |
| Q3 2025 | $1.2M |
| Q3 2025 | $8K |
| Q3 2025 | $29 |
| Q3 2025 | $36K |
| Q3 2025 | $68K |
| Q3 2025 | $157K |
| Q3 2025 | $2M |
| Q3 2025 | $29.2M |
| Q3 2025 | $32K |
| Q3 2025 | $21.3M |
| Q3 2025 | $25K |
| Q4 2025 | $7.4M |
| Q4 2025 | $6K |
| Q4 2025 | $76K |
| Q4 2025 | $660K |
| Q4 2025 | $47.4M |
| Q4 2025 | $21K |
| Q4 2025 | $29.8M |
| Q4 2025 | $44K |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $7K |
| Q4 2025 | $31 |
| Q4 2025 | $36K |
| Q4 2025 | $70K |
| Q4 2025 | $163K |
| Q4 2025 | $2M |
| Q4 2025 | $30.9M |
| Q4 2025 | $29K |
| Q4 2025 | $21.7M |
| Q4 2025 | $22K |
| Q1 2026 | $7.9M |
| Q1 2026 | $6K |
| Q1 2026 | $73K |
| Q1 2026 | $603K |
| Q1 2026 | $42.6M |
| Q1 2026 | $19K |
| Q1 2026 | $31.2M |
| Q1 2026 | $46K |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.3M |
| Q1 2026 | $6K |
| Q1 2026 | $33 |
| Q1 2026 | $76K |
| Q1 2026 | $167K |
| Q1 2026 | $2.2M |
| Q1 2026 | $31.8M |
| Q1 2026 | $29K |
| Q1 2026 | $860 |
| Q1 2026 | $9K |
| Q1 2026 | $746 |
| Q1 2026 | $22.3M |
| Q1 2026 | $23K |
| Q2 2026 | $8.9M |
| Q2 2026 | $19K |
| Q2 2026 | $84K |
| Q2 2026 | $650K |
| Q2 2026 | $49.6M |
| Q2 2026 | $104K |
| Q2 2026 | $36M |
| Q2 2026 | $122K |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.6M |
| Q2 2026 | $9K |
| Q2 2026 | $33 |
| Q2 2026 | $110K |
| Q2 2026 | $186K |
| Q2 2026 | $2.3M |
| Q2 2026 | $36.1M |
| Q2 2026 | $64K |
| Q2 2026 | $23.1M |
| Q2 2026 | $37K |
| Q3 2026 | $10.2M |
| Q3 2026 | $27K |
| Q3 2026 | $85K |
| Q3 2026 | $656K |
| Q3 2026 | $52.7M |
| Q3 2026 | $114K |
| Q3 2026 | $34.4M |
| Q3 2026 | $130K |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $8K |
| Q3 2026 | $33 |
| Q3 2026 | $111K |
| Q3 2026 | $188K |
| Q3 2026 | $2.4M |
| Q3 2026 | $35.9M |
| Q3 2026 | $66K |
| Q3 2026 | $1K |
| Q3 2026 | $10K |
| Q3 2026 | $23.9M |
| Q3 2026 | $42K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42K | 843 | — | — |
| Q3 2026 | $23.9M | 481.0K | — | — |
| Q3 2026 | $10K | 418 | — | — |
| Q3 2026 | $1K | 57 | — | — |
| Q3 2026 | $66K | 2.4K | — | — |
| Q3 2026 | $35.9M | 1.31M | — | — |
| Q3 2026 | $2.4M | 73.4K | — | — |
| Q3 2026 | $188K | 6.0K | — | — |
| Q3 2026 | $111K | 2.1K | — | — |
| Q3 2026 | $33 | 1 | — | — |
| Q3 2026 | $8K | 122 | — | — |
| Q3 2026 | $1.5M | 45.9K | — | — |
| Q3 2026 | $1.4M | 41.4K | — | — |
| Q3 2026 | $130K | 3.9K | — | — |
| Q3 2026 | $34.4M | 1.03M | — | — |
| Q3 2026 | $114K | 3.2K | — | — |
| Q3 2026 | $52.7M | 1.47M | — | — |
| Q3 2026 | $656K | 21.9K | — | — |
| Q3 2026 | $85K | 2.9K | — | — |
| Q3 2026 | $27K | 281 | — | — |
| Q3 2026 | $10.2M | 104.2K | — | — |
| Q2 2026 | $37K | 761 | — | — |
| Q2 2026 | $23.1M | 480.9K | — | — |
| Q2 2026 | $64K | 2.3K | — | — |
| Q2 2026 | $36.1M | 1.30M | — | — |
| Q2 2026 | $2.3M | 73.3K | — | — |
| Q2 2026 | $186K | 6.0K | — | — |
| Q2 2026 | $110K | 2.1K | — | — |
| Q2 2026 | $33 | 1 | — | — |
| Q2 2026 | $9K | 122 | — | — |
| Q2 2026 | $1.6M | 43.5K | — | — |
| Q2 2026 | $1.5M | 40.1K | — | — |
| Q2 2026 | $122K | 3.5K | — | — |
| Q2 2026 | $36M | 1.04M | — | — |
| Q2 2026 | $104K | 3.1K | — | — |
| Q2 2026 | $49.6M | 1.47M | — | — |
| Q2 2026 | $650K | 22.1K | — | — |
| Q2 2026 | $84K | 2.9K | — | — |
| Q2 2026 | $19K | 201 | — | — |
| Q2 2026 | $8.9M | 96.8K | — | — |
| Q1 2026 | $23K | 494 | — | — |
| Q1 2026 | $22.3M | 477.3K | — | — |
| Q1 2026 | $746 | 28 | — | — |
| Q1 2026 | $9K | 352 | — | — |
| Q1 2026 | $860 | 40 | — | — |
| Q1 2026 | $29K | 1.2K | — | — |
| Q1 2026 | $31.8M | 1.28M | — | — |
| Q1 2026 | $2.2M | 72.3K | — | — |
| Q1 2026 | $167K | 6.0K | — | — |
| Q1 2026 | $76K | 1.5K | — | — |
| Q1 2026 | $33 | 1 | — | — |
| Q1 2026 | $6K | 122 | — | — |
| Q1 2026 | $1.3M | 43.3K | — | — |
| Q1 2026 | $1.3M | 40.8K | — | — |
| Q1 2026 | $46K | 1.5K | — | — |
| Q1 2026 | $31.2M | 1.02M | — | — |
| Q1 2026 | $19K | 659 | — | — |
| Q1 2026 | $42.6M | 1.46M | — | — |
| Q1 2026 | $603K | 23.5K | — | — |
| Q1 2026 | $73K | 2.9K | — | — |
| Q1 2026 | $6K | 65 | — | — |
| Q1 2026 | $7.9M | 83.9K | — | — |
| Q4 2025 | $22K | 473 | — | — |
| Q4 2025 | $21.7M | 477.6K | — | — |
| Q4 2025 | $29K | 1.2K | — | — |
| Q4 2025 | $30.9M | 1.28M | — | — |
| Q4 2025 | $2M | 72.8K | — | — |
| Q4 2025 | $163K | 6.0K | — | — |
| Q4 2025 | $70K | 1.5K | — | — |
| Q4 2025 | $36K | 1.1K | — | — |
| Q4 2025 | $31 | 1 | — | — |
| Q4 2025 | $7K | 122 | — | — |
| Q4 2025 | $1.2M | 43.4K | — | — |
| Q4 2025 | $1.2M | 39.8K | — | — |
| Q4 2025 | $44K | 1.5K | — | — |
| Q4 2025 | $29.8M | 1.00M | — | — |
| Q4 2025 | $21K | 658 | — | — |
| Q4 2025 | $47.4M | 1.45M | — | — |
| Q4 2025 | $660K | 24.5K | — | — |
| Q4 2025 | $76K | 2.9K | — | — |
| Q4 2025 | $6K | 65 | — | — |
| Q4 2025 | $7.4M | 73.6K | — | — |
| Q3 2025 | $25K | 539 | — | — |
| Q3 2025 | $21.3M | 468.2K | — | — |
| Q3 2025 | $32K | 1.4K | — | — |
| Q3 2025 | $29.2M | 1.25M | — | — |
| Q3 2025 | $2M | 74.8K | — | — |
| Q3 2025 | $157K | 6.0K | — | — |
| Q3 2025 | $68K | 1.6K | — | — |
| Q3 2025 | $36K | 1.1K | — | — |
| Q3 2025 | $29 | 1 | — | — |
| Q3 2025 | $8K | 103 | — | — |
| Q3 2025 | $1.2M | 43.6K | — | — |
| Q3 2025 | $1.2M | 39.7K | — | — |
| Q3 2025 | $50K | 1.7K | — | — |
| Q3 2025 | $29.1M | 999.3K | — | — |
| Q3 2025 | $23K | 733 | — | — |
| Q3 2025 | $46.6M | 1.46M | — | — |
| Q3 2025 | $654K | 24.8K | — | — |
| Q3 2025 | $74K | 2.9K | — | — |
| Q3 2025 | $6K | 65 | — | — |
| Q3 2025 | $6.7M | 70.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B