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GHP Investment Advisors, Inc.: SCHW position timeline

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

GHP Investment Advisors, Inc. held 104,505 SCHW 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 104,505 shares
    Change vs previous 13F +7,498 shares

    0.38% of the 13F portfolio, value $10,214,268.

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

  2. period ended2026-06-30
    13F 97,007 shares
    Change vs previous 13F +13,039 shares

    0.33% of the 13F portfolio, value $8,950,903.

    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 83,968 shares
    Change vs previous 13F +10,278 shares

    0.32% of the 13F portfolio, value $7,891,348.

    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 73,690 shares
    Change vs previous 13F +3,619 shares

    0.3% of the 13F portfolio, value $7,362,369.

    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 70,071 shares
    Change vs previous 13F +1,681 shares

    0.28% of the 13F portfolio, value $6,689,662.

    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 68,390 shares
    Change vs previous 13F +671 shares

    0.28% of the 13F portfolio, value $6,239,946.

    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 67,719 shares
    Change vs previous 13F +2,560 shares

    0.25% of the 13F portfolio, value $5,301,074.

    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 65,159 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,822,383.

    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).