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

Grimes & Company, Inc.

$3.31 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	SELL	$59.13 - $69.24 $181,529 - $212,566	-3,070 Reduced 48.93%	3,204 $0
Q3 2022 Oct 28, 2022	BUY	$58.51 - $69.02 $367,091 - $433,031	6,274 New	6,274 $367,000

Others Institutions Holding SCHV

# of Institutions

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$1.5 Billion
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$923 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$893 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$358 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$323 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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