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

Grimes & Company, Inc.

  • $3.22 Billion
  • Q1 2024

A detailed history of Grimes & Company, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Grimes & Company, Inc. holds 2,626 shares of SCHG stock, worth $274,390. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,626
Previous 2,573 2.06%
Holding current value
$274,390
Previous $213,000 14.08%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 17, 2024
BUY
$80.6 - $93.32 $4,271 - $4,945
53 Added 2.06%
2,626 $243,000
Q4 2023

Jan 24, 2024
BUY
$70.08 - $83.37 $180,315 - $214,511
2,573 New
2,573 $213,000
Q3 2022

Oct 28, 2022
BUY
N/A
5,833 New
5,833 $326,000
Q1 2022

May 06, 2022
SELL
N/A
-1,373 Closed
0 $0
Q4 2021

Feb 01, 2022
SELL
N/A
-155 Reduced 10.14%
1,373 $225,000
Q3 2021

Nov 08, 2021
BUY
N/A
1,528 New
1,528 $226,000

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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