Grimes & Company, Inc. Schwab Strategic Tr Us Small C Transaction History

Grimes & Company, Inc.

  • $3.22 Billion
  • Q1 2024

A detailed history of Grimes & Company, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Grimes & Company, Inc. holds 26,867 shares of SCHA stock, worth $1.27 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
26,867
Previous 23,672 13.5%
Holding current value
$1.27 Million
Previous $1.12 Million 18.25%
% of portfolio
0.04%
Previous 0.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$44.84 - $49.24 $143,263 - $157,321
3,195 Added 13.5%
26,867 $1.32 Million
Q4 2023

Jan 24, 2024
BUY
$38.13 - $48.02 $78,433 - $98,777
2,057 Added 9.52%
23,672 $1.12 Million
Q3 2023

Oct 19, 2023
SELL
$40.85 - $46.1 $204 - $230
-5 Reduced 0.02%
21,615 $895,000
Q2 2023

Jul 19, 2023
SELL
$39.91 - $43.82 $156,886 - $172,256
-3,931 Reduced 15.38%
21,620 $946,000
Q1 2023

Apr 20, 2023
SELL
$39.82 - $46.36 $42,089 - $49,002
-1,057 Reduced 3.97%
25,551 $1.07 Million
Q4 2022

Jan 25, 2023
BUY
$39.61 - $43.54 $89,003 - $97,834
2,247 Added 9.22%
26,608 $0
Q3 2022

Oct 28, 2022
BUY
N/A
1,854 Added 8.24%
24,361 $921,000
Q2 2022

Jul 22, 2022
SELL
N/A
-68,276 Reduced 75.21%
22,507 $878,000
Q1 2022

May 06, 2022
BUY
N/A
17,293 Added 23.53%
90,783 $4.3 Million
Q4 2021

Feb 01, 2022
BUY
N/A
647 Added 0.89%
73,490 $7.53 Million
Q3 2021

Nov 08, 2021
BUY
N/A
393 Added 0.54%
72,843 $7.29 Million
Q2 2021

Aug 04, 2021
BUY
N/A
2,330 Added 3.32%
72,450 $7.55 Million
Q1 2021

May 12, 2021
SELL
N/A
-583 Reduced 0.82%
70,120 $6.99 Million
Q4 2020

Feb 02, 2021
BUY
N/A
3,115 Added 4.61%
70,703 $6.29 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-16,901 Reduced 20.0%
67,588 $4.62 Million
Q2 2020

Jul 31, 2020
BUY
N/A
77,519 Added 1112.18%
84,489 $5.52 Million
Q1 2020

May 05, 2020
SELL
N/A
-73,326 Reduced 91.32%
6,970 $359,000
Q4 2019

Feb 05, 2020
BUY
N/A
40,268 Added 100.6%
80,296 $6.07 Million
Q3 2019

Nov 05, 2019
BUY
N/A
4,459 Added 12.54%
40,028 $0
Q2 2019

Jul 30, 2019
SELL
N/A
-25,006 Reduced 41.28%
35,569 $2.54 Million
Q1 2019

May 02, 2019
BUY
N/A
51,128 Added 541.21%
60,575 $4.24 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-25,583 Reduced 73.03%
9,447 $573,000
Q3 2018

Nov 09, 2018
BUY
N/A
376 Added 1.09%
35,030 $2.67 Million
Q2 2018

Aug 10, 2018
BUY
N/A
8,227 Added 31.13%
34,654 $2.55 Million
Q1 2018

May 07, 2018
BUY
N/A
288 Added 1.1%
26,427 $1.83 Million
Q4 2017

Feb 05, 2018
BUY
N/A
799 Added 3.15%
26,139 $1.82 Million
Q3 2017

Nov 03, 2017
BUY
N/A
25,340
25,340 $1.71 Million

Others Institutions Holding SCHA

# of Institutions
1,105
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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