GHP Investment Advisors, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1401561 Denver, CO

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$8,950,835

+$1,059,524 QoQ

Shares Held

97,007

+15.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#524

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

GHP Investment Advisors, Inc. holds $26,271,955 across 18 Capital Markets names. SCHW ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLI	Houlihan Lokey, Inc.	119,657	$16,049,592
2	SCHW	Schwab Charles Corp This page	97,007	$8,950,835
3	GS	Goldman Sachs Group Inc	595	$601,765
4	MS	Morgan Stanley	1,529	$319,622
5	IBKR	Interactive Brokers Group, Inc.	2,501	$217,687
6	EVR	Evercore Inc.	172	$58,727
7	WULF	Terawulf Inc.	1,000	$24,700
8	JEF	Jefferies Financial Group Inc.	328	$16,393

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,950,835	97,007	+15.5%	Shares	Sole	2026-07-20
2026-03-31	$7,891,311	83,968	+13.9%	Shares	Sole	2026-04-21
2025-12-31	$7,362,367	73,690	+5.2%	Shares	Sole	2026-01-27
2025-09-30	$6,689,677	70,071	+2.5%	Shares	Sole	2025-10-31
2025-06-30	$6,239,903	68,390	+1.0%	Shares	Sole	2025-08-05
2025-03-31	$5,301,042	67,719	+3.9%	Shares	Sole	2025-04-23
2024-12-31	$4,822,417	65,159	+1.7%	Shares	Sole	2025-01-27
2024-09-30	$4,152,830	64,077	+3.9%	Shares	Sole	2024-10-24
2024-06-30	$4,544,830	61,675	+2.2%	Shares	Sole	2024-08-08
2024-03-31	$4,365,791	60,351	+0.9%	Shares	Sole	2024-04-25
2023-12-31	$4,115,753	59,822	-2.9%	Shares	Sole	2024-01-26
2023-09-30	$3,383,322	61,627	+0.6%	Shares	Sole	2023-10-17
2023-06-30	$3,473,180	61,277	-8.2%	Shares	Sole	2023-08-14
2023-03-31	$3,496,207	66,747	-3.7%	Shares	Sole	2023-04-21
2022-12-31	$5,770,500	69,307	+12.8%	Shares	Sole	2023-02-16
2022-09-30	$4,415,620	61,439	+20.8%	Shares	Sole	2022-11-14
2022-06-30	$3,213,650	50,865	+36.5%	Shares	Sole	2022-08-11
2022-03-31	$3,141,390	37,260	+5.8%	Shares	Sole	2022-04-28
2021-12-31	$2,962,086	35,221	+2.7%	Shares	Sole	2022-02-14
2021-09-30	$2,497,392	34,286	+4.3%	Shares	Sole	2021-11-12
2021-06-30	$2,392,536	32,860	+9.5%	Shares	Sole	2021-08-13
2021-03-31	$1,956,638	30,019	+1.9%	Shares	Sole	2021-05-14
2020-12-31	$1,562,876	29,466	+11.0%	Shares	Sole	2021-02-12
2020-09-30	$962,087	26,555	-0.7%	Shares	Sole	2020-11-16
2020-06-30	$902,376	26,745	-1.2%	Shares	Sole	2020-08-06
2020-03-31	$909,992	27,067	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.