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

Grimes & Company, Inc.

  • $3.18 Billion
  • Q1 2025

A detailed history of Grimes & Company, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Grimes & Company, Inc. holds 21,561 shares of SCHD stock, worth $564,251. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,561
Previous 28,748 25.0%
Holding current value
$564,251
Previous $785,000 24.33%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$27.01 - $28.54 $194,120 - $205,116
-7,187 Reduced 25.0%
21,561 $594,000
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $524,407 - $1.65 Million
19,473 Added 209.95%
28,748 $785,000
Q3 2024

Oct 22, 2024
BUY
$77.02 - $85.06 $464,507 - $512,996
6,031 Added 185.91%
9,275 $784,000
Q2 2024

Jul 22, 2024
SELL
$75.81 - $80.15 $12,432 - $13,144
-164 Reduced 4.81%
3,244 $252,000
Q1 2024

Apr 17, 2024
BUY
$75.25 - $80.63 $13,770 - $14,755
183 Added 5.67%
3,408 $274,000
Q4 2023

Jan 24, 2024
BUY
$66.9 - $76.32 $215,752 - $246,131
3,225 New
3,225 $245,000
Q2 2023

Jul 19, 2023
BUY
$69.18 - $73.94 $193,150 - $206,440
2,792 New
2,792 $202,000
Q3 2021

Nov 08, 2021
BUY
$74.23 - $78.13 $74 - $78
1 Added 0.03%
3,220 $239,000
Q2 2021

Aug 04, 2021
BUY
$73.32 - $77.65 $73 - $77
1 Added 0.03%
3,219 $243,000
Q1 2021

May 12, 2021
SELL
$63.23 - $73.67 $10,938 - $12,744
-173 Reduced 5.1%
3,218 $235,000
Q4 2020

Feb 02, 2021
BUY
$54.8 - $65.16 $185,826 - $220,957
3,391 New
3,391 $218,000
Q1 2020

May 05, 2020
SELL
$39.5 - $59.28 $143,187 - $214,890
-3,625 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$52.87 - $58.15 $191,653 - $210,793
3,625 New
3,625 $210,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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