Grimes & Company, Inc. Schwab Strategic Tr Us Emergin Transaction History
Grimes & Company, Inc.
- $3.58 Billion
- Q2 2025
A detailed history of Grimes & Company, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Grimes & Company, Inc. holds 82,336 shares of SCHE stock, worth $2.79 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
82,336
Previous 78,039
5.51%
Holding current value
$2.79 Million
Previous $2.15 Million
15.18%
% of portfolio
0.07%
Previous 0.07%
Shares
32 transactions
Others Institutions Holding SCHE
# of Institutions
866Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio