Grimes & Company, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Grimes & Company, Inc.

  • $3.18 Billion
  • Q1 2025

A detailed history of Grimes & Company, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Grimes & Company, Inc. holds 21,860 shares of SCHM stock, worth $558,741. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,860
Previous 21,032 3.94%
Holding current value
$558,741
Previous $582,000 1.72%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 17, 2025
BUY
$25.58 - $29.24 $21,180 - $24,210
828 Added 3.94%
21,860 $572,000
Q4 2024

Jan 21, 2025
BUY
$27.54 - $83.04 $385,862 - $1.16 Million
14,011 Added 199.56%
21,032 $582,000
Q3 2024

Oct 22, 2024
BUY
$75.47 - $83.18 $1,962 - $2,162
26 Added 0.37%
7,021 $583,000
Q2 2024

Jul 22, 2024
BUY
$75.69 - $81.19 $756 - $811
10 Added 0.14%
6,995 $544,000
Q1 2024

Apr 17, 2024
SELL
$72.89 - $81.43 $6,414 - $7,165
-88 Reduced 1.24%
6,985 $568,000
Q4 2023

Jan 24, 2024
SELL
$63.01 - $75.95 $24,132 - $29,088
-383 Reduced 5.14%
7,073 $532,000
Q3 2023

Oct 19, 2023
SELL
$66.75 - $73.98 $4,672 - $5,178
-70 Reduced 0.93%
7,456 $504,000
Q2 2023

Jul 19, 2023
SELL
$65.29 - $71.03 $173,606 - $188,868
-2,659 Reduced 26.11%
7,526 $534,000
Q1 2023

Apr 20, 2023
SELL
$64.24 - $73.9 $27,944 - $32,146
-435 Reduced 4.1%
10,185 $691,000
Q4 2022

Jan 25, 2023
SELL
$61.05 - $69.94 $239,499 - $274,374
-3,923 Reduced 26.98%
10,620 $0
Q3 2022

Oct 28, 2022
BUY
$60.5 - $72.51 $213,746 - $256,177
3,533 Added 32.09%
14,543 $880,000
Q2 2022

Jul 22, 2022
BUY
$60.91 - $76.4 $11,755 - $14,745
193 Added 1.78%
11,010 $691,000
Q1 2022

May 06, 2022
SELL
$70.66 - $80.89 $14,485 - $16,582
-205 Reduced 1.86%
10,817 $821,000
Q4 2021

Feb 01, 2022
SELL
$76.01 - $83.39 $456 - $500
-6 Reduced 0.05%
11,022 $886,000
Q3 2021

Nov 08, 2021
SELL
$74.65 - $80.95 $3,956 - $4,290
-53 Reduced 0.48%
11,028 $845,000
Q2 2021

Aug 04, 2021
SELL
$74.64 - $79.12 $28,139 - $29,828
-377 Reduced 3.29%
11,081 $867,000
Q1 2021

May 12, 2021
SELL
$67.07 - $76.85 $8,517 - $9,759
-127 Reduced 1.1%
11,458 $853,000
Q4 2020

Feb 02, 2021
BUY
$55.93 - $68.45 $111 - $136
2 Added 0.02%
11,585 $790,000
Q3 2020

Nov 12, 2020
SELL
$51.99 - $58.83 $3,379 - $3,823
-65 Reduced 0.56%
11,583 $643,000
Q2 2020

Jul 31, 2020
SELL
$39.01 - $57.03 $3,705 - $5,417
-95 Reduced 0.81%
11,648 $613,000
Q1 2020

May 05, 2020
SELL
$35.83 - $62.24 $32,032 - $55,642
-894 Reduced 7.07%
11,743 $495,000
Q4 2019

Feb 05, 2020
SELL
$54.56 - $60.24 $37,700 - $41,625
-691 Reduced 5.18%
12,637 $760,000
Q3 2019

Nov 05, 2019
SELL
$56.23 - $57.59 $8,153 - $8,350
-145 Reduced 1.08%
13,328 $0
Q2 2019

Jul 30, 2019
SELL
N/A
-141 Reduced 1.04%
13,473 $769,000
Q1 2019

May 02, 2019
SELL
N/A
-1,595 Reduced 10.49%
13,614 $754,000
Q4 2018

Feb 01, 2019
SELL
N/A
-23,487 Reduced 60.7%
15,209 $729,000
Q3 2018

Nov 09, 2018
SELL
N/A
-377 Reduced 0.96%
38,696 $2.24 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-1,407 Reduced 3.48%
39,073 $2.15 Million
Q1 2018

May 07, 2018
SELL
N/A
-50 Reduced 0.12%
40,480 $2.14 Million
Q4 2017

Feb 05, 2018
BUY
N/A
726 Added 1.82%
40,530 $2.16 Million
Q3 2017

Nov 03, 2017
BUY
N/A
39,804
39,804 $2 Million

Others Institutions Holding SCHM

# of Institutions
1,000
Shares Held
284M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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