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GHP Investment Advisors, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GHP Investment Advisors, Inc. on SCHD, newest first. How the timeline and the estimate are built.

GHP Investment Advisors, Inc. held 73,372 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 73,372 shares
    Change vs previous 13F +57 shares

    0.09% of the 13F portfolio, value $2,386,787.

    13F-HR 0001140361-26-039674 filed by GHP Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 73,315 shares
    Change vs previous 13F +1,043 shares

    0.09% of the 13F portfolio, value $2,324,807.

    13F-HR 0001140361-26-028841 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 72,272 shares
    Change vs previous 13F -481 shares

    0.09% of the 13F portfolio, value $2,217,308.

    13F-HR 0001140361-26-015752 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 72,753 shares
    Change vs previous 13F -2,096 shares

    0.08% of the 13F portfolio, value $1,995,615.

    13F-HR 0001140361-26-002431 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 74,849 shares
    Change vs previous 13F +1,379 shares

    0.09% of the 13F portfolio, value $2,043,380.

    13F-HR 0001140361-25-039935 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 73,470 shares
    Change vs previous 13F +594 shares

    0.09% of the 13F portfolio, value $1,946,954.

    13F-HR 0001140361-25-028706 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 72,876 shares
    Change vs previous 13F +1,535 shares

    0.1% of the 13F portfolio, value $2,037,615.

    13F-HR 0001140361-25-014991 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 71,341 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,949,040.

    13F-HR 0001140361-25-002077 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).