SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

GHP Investment Advisors, Inc.'s Holding History (CIK: 0001401561)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 73,690 Value ($000) $7,362 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 70,071 Value ($000) $6,690 Avg Close $94.54 Range $89.44 - $99.14

Q2 2025

Shares 68,390 Value ($000) $6,240 Avg Close $83.15 Range $65.30 - $90.85

Q1 2025

Shares 67,719 Value ($000) $5,301 Avg Close $77.67 Range $68.85 - $83.48

Q4 2024

Shares 65,159 Value ($000) $4,822 Avg Close $73.82 Range $61.44 - $82.34

Q3 2024

Shares 64,077 Value ($000) $4,153 Avg Close $64.56 Range $59.83 - $75.21

Q2 2024

Shares 61,675 Value ($000) $4,545 Avg Close $72.33 Range $67.90 - $77.95

Q1 2024

Shares 60,351 Value ($000) $4,366 Avg Close $64.26 Range $58.09 - $71.29

Q4 2023

Shares 59,822 Value ($000) $4,116 Avg Close $56.12 Range $47.15 - $69.51

Q3 2023

Shares 61,627 Value ($000) $3,163 Avg Close $58.47 Range $51.87 - $66.42

Q2 2023

Shares 61,277 Value ($000) $3,927 Avg Close $50.45 Range $43.84 - $55.82

Q1 2023

Shares 66,747 Value ($000) $3,496 Avg Close $70.22 Range $43.21 - $82.93

Q4 2022

Shares 69,307 Value ($000) $5,771 Avg Close $74.21 Range $62.42 - $79.82

Q3 2022

Shares 61,439 Value ($000) $4,416 Avg Close $66.19 Range $56.71 - $73.90

Q2 2022

Shares 50,865 Value ($000) $3,214 Avg Close $65.53 Range $56.48 - $81.20

Q1 2022

Shares 37,260 Value ($000) $3,141 Avg Close $83.37 Range $70.80 - $91.11

Q4 2021

Shares 35,221 Value ($000) $2,962 Avg Close $76.51 Range $68.06 - $81.82

Q3 2021

Shares 34,286 Value ($000) $2,497 Avg Close $67.39 Range $61.94 - $73.65

Q2 2021

Shares 32,860 Value ($000) $2,393 Avg Close $66.61 Range $59.64 - $71.97

Q1 2021

Shares 30,019 Value ($000) $1,957 Avg Close $56.91 Range $47.56 - $64.11

Q4 2020

Shares 29,466 Value ($000) $1,563 Avg Close $42.34 Range $33.66 - $49.96

Q3 2020

Shares 26,555 Value ($000) $962 Avg Close $32.40 Range $30.32 - $34.43

Q2 2020

Shares 26,745 Value ($000) $902 Avg Close $33.18 Range $29.17 - $42.57

Q1 2020

Shares 27,067 Value ($000) $910 Avg Close $38.68 Range $25.86 - $45.76

Q4 2019

Shares 29,310 Value ($000) $1,394 Avg Close $40.49 Range $31.69 - $47.52

Q3 2019

Shares 25,694 Value ($000) $1,075 Avg Close $36.91 Range $32.85 - $40.64

Q2 2019

Shares 24,696 Value ($000) $993 Avg Close $39.68 Range $34.96 - $42.48

Q1 2019

Shares 23,592 Value ($000) $1,009 Avg Close $40.95 Range $36.65 - $43.66

Q4 2018

Shares 23,291 Value ($000) $967 Avg Close $40.90 Range $34.25 - $47.37

Q3 2018

Shares 23,999 Value ($000) $1,180 Avg Close $46.06 Range $44.29 - $48.86

Q2 2018

Shares 23,827 Value ($000) $1,218 Avg Close $49.84 Range $44.72 - $54.23

Q1 2018

Shares 25,538 Value ($000) $1,334 Avg Close $48.14 Range $43.19 - $52.24

Q4 2017

Shares 25,635 Value ($000) $1,317 Avg Close $42.12 Range $37.80 - $47.12

Q3 2017

Shares 25,587 Value ($000) $1,119 Avg Close $37.16 Range $34.09 - $39.72

Q2 2017

Shares 25,821 Value ($000) $1,109 Avg Close $35.76 Range $33.15 - $39.42

Q1 2017

Shares 26,349 Value ($000) $1,075 Avg Close $36.81 Range $33.56 - $38.94

Q4 2016

Shares 27,922 Value ($000) $1,102 Avg Close $31.79 Range $27.24 - $36.13

Q3 2016

Shares 28,439 Value ($000) $898 Avg Close $26.03 Range $21.12 - $28.32

Q2 2016

Shares 28,850 Value ($000) $730 Avg Close $25.16 Range $21.29 - $27.54

Q1 2016

Shares 28,820 Value ($000) $808 Avg Close $23.31 Range $19.02 - $28.42

Q4 2015

Shares 28,086 Value ($000) $925 Avg Close $27.89 Range $23.24 - $30.44

Q3 2015

Shares 25,552 Value ($000) $730 Avg Close $28.23 Range $23.85 - $31.44

Q2 2015

Shares 22,020 Value ($000) $767 Avg Close $27.75 Range $25.54 - $29.68

Q1 2015

Shares 13,751 Value ($000) $419 Avg Close $25.40 Range $22.26 - $27.83

Q4 2014

Shares 13,211 Value ($000) $399 Avg Close $24.85 Range $20.39 - $27.03

Q3 2014

Shares 13,211 Value ($000) $388 Avg Close $24.70 Range $23.04 - $27.07

Q2 2014

Shares 11,881 Value ($000) $320 Avg Close $22.85 Range $21.38 - $24.38

Q1 2014

Shares 12,401 Value ($000) $339 Avg Close $22.70 Range $20.43 - $25.33

Q4 2013

Shares 12,503 Value ($000) $325 Avg Close $20.66 Range $17.68 - $22.62

Q3 2013

Shares 14,180 Value ($000) $300 Avg Close $18.79 Range $17.73 - $19.71

Q2 2013

Shares 14,180 Value ($000) $301 Avg Close $15.92 Range $13.80 - $18.50

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	73,690	$7,362	$94.74	$89.35 - $102.28
Q3 2025	70,071	$6,690	$94.54	$89.44 - $99.14
Q2 2025	68,390	$6,240	$83.15	$65.30 - $90.85
Q1 2025	67,719	$5,301	$77.67	$68.85 - $83.48
Q4 2024	65,159	$4,822	$73.82	$61.44 - $82.34
Q3 2024	64,077	$4,153	$64.56	$59.83 - $75.21
Q2 2024	61,675	$4,545	$72.33	$67.90 - $77.95
Q1 2024	60,351	$4,366	$64.26	$58.09 - $71.29
Q4 2023	59,822	$4,116	$56.12	$47.15 - $69.51
Q3 2023	61,627	$3,163	$58.47	$51.87 - $66.42
Q2 2023	61,277	$3,927	$50.45	$43.84 - $55.82
Q1 2023	66,747	$3,496	$70.22	$43.21 - $82.93
Q4 2022	69,307	$5,771	$74.21	$62.42 - $79.82
Q3 2022	61,439	$4,416	$66.19	$56.71 - $73.90
Q2 2022	50,865	$3,214	$65.53	$56.48 - $81.20
Q1 2022	37,260	$3,141	$83.37	$70.80 - $91.11
Q4 2021	35,221	$2,962	$76.51	$68.06 - $81.82
Q3 2021	34,286	$2,497	$67.39	$61.94 - $73.65
Q2 2021	32,860	$2,393	$66.61	$59.64 - $71.97
Q1 2021	30,019	$1,957	$56.91	$47.56 - $64.11
Q4 2020	29,466	$1,563	$42.34	$33.66 - $49.96
Q3 2020	26,555	$962	$32.40	$30.32 - $34.43
Q2 2020	26,745	$902	$33.18	$29.17 - $42.57
Q1 2020	27,067	$910	$38.68	$25.86 - $45.76
Q4 2019	29,310	$1,394	$40.49	$31.69 - $47.52
Q3 2019	25,694	$1,075	$36.91	$32.85 - $40.64
Q2 2019	24,696	$993	$39.68	$34.96 - $42.48
Q1 2019	23,592	$1,009	$40.95	$36.65 - $43.66
Q4 2018	23,291	$967	$40.90	$34.25 - $47.37
Q3 2018	23,999	$1,180	$46.06	$44.29 - $48.86
Q2 2018	23,827	$1,218	$49.84	$44.72 - $54.23
Q1 2018	25,538	$1,334	$48.14	$43.19 - $52.24
Q4 2017	25,635	$1,317	$42.12	$37.80 - $47.12
Q3 2017	25,587	$1,119	$37.16	$34.09 - $39.72
Q2 2017	25,821	$1,109	$35.76	$33.15 - $39.42
Q1 2017	26,349	$1,075	$36.81	$33.56 - $38.94
Q4 2016	27,922	$1,102	$31.79	$27.24 - $36.13
Q3 2016	28,439	$898	$26.03	$21.12 - $28.32
Q2 2016	28,850	$730	$25.16	$21.29 - $27.54
Q1 2016	28,820	$808	$23.31	$19.02 - $28.42
Q4 2015	28,086	$925	$27.89	$23.24 - $30.44
Q3 2015	25,552	$730	$28.23	$23.85 - $31.44
Q2 2015	22,020	$767	$27.75	$25.54 - $29.68
Q1 2015	13,751	$419	$25.40	$22.26 - $27.83
Q4 2014	13,211	$399	$24.85	$20.39 - $27.03
Q3 2014	13,211	$388	$24.70	$23.04 - $27.07
Q2 2014	11,881	$320	$22.85	$21.38 - $24.38
Q1 2014	12,401	$339	$22.70	$20.43 - $25.33
Q4 2013	12,503	$325	$20.66	$17.68 - $22.62
Q3 2013	14,180	$300	$18.79	$17.73 - $19.71
Q2 2013	14,180	$301	$15.92	$13.80 - $18.50