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

Grimes & Company, Inc.

  • $3.22 Billion
  • Q1 2024

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 3,408 shares of SCHD stock, worth $262,722. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,408
Previous 3,225 5.67%
Holding current value
$262,722
Previous $245,000 11.84%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
1 Added 0.03%
3,220 $239,000
Q2 2021

Aug 04, 2021
BUY
N/A
1 Added 0.03%
3,219 $243,000
Q1 2021

May 12, 2021
SELL
N/A
-173 Reduced 5.1%
3,218 $235,000
Q4 2020

Feb 02, 2021
BUY
N/A
3,391 New
3,391 $218,000
Q1 2020

May 05, 2020
SELL
N/A
-3,625 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
N/A
3,625 New
3,625 $210,000

Others Institutions Holding SCHD

# of Institutions
1,644
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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