Grimes & Company, Inc. Schwab Charles Corp Transaction History

Grimes & Company, Inc.

  • $3.66 Billion
  • Q3 2024

A detailed history of Grimes & Company, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Grimes & Company, Inc. holds 38,452 shares of SCHW stock, worth $3.18 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
38,452
Previous 142,853 73.08%
Holding current value
$3.18 Million
Previous $10.5 Million 76.33%
% of portfolio
0.07%
Previous 0.32%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$61.74 - $76.08 $6.45 Million - $7.94 Million
-104,401 Reduced 73.08%
38,452 $2.49 Million
Q2 2024

Jul 22, 2024
SELL
$70.03 - $78.9 $14.8 Million - $16.7 Million
-211,966 Reduced 59.74%
142,853 $10.5 Million
Q1 2024

Apr 17, 2024
BUY
$61.89 - $72.38 $445,422 - $520,918
7,197 Added 2.07%
354,819 $25.7 Million
Q4 2023

Jan 24, 2024
BUY
$49.33 - $70.98 $206,692 - $297,406
4,190 Added 1.22%
347,622 $23.9 Million
Q3 2023

Oct 19, 2023
BUY
$54.2 - $67.94 $388,072 - $486,450
7,160 Added 2.13%
343,432 $18.9 Million
Q2 2023

Jul 19, 2023
BUY
$47.37 - $57.14 $837,217 - $1.01 Million
17,674 Added 5.55%
336,272 $19.1 Million
Q1 2023

Apr 20, 2023
BUY
$51.91 - $85.6 $11.7 Million - $19.4 Million
226,157 Added 244.65%
318,598 $16.7 Million
Q4 2022

Jan 25, 2023
BUY
$67.43 - $83.26 $434,990 - $537,110
6,451 Added 7.5%
92,441 $0
Q3 2022

Oct 28, 2022
BUY
$21.16 - $74.92 $130,260 - $461,207
6,156 Added 7.71%
85,990 $6.18 Million
Q2 2022

Jul 22, 2022
BUY
$59.99 - $83.83 $4.1 Million - $5.74 Million
68,427 Added 599.87%
79,834 $5.04 Million
Q1 2022

May 06, 2022
SELL
$75.69 - $95.53 $828,578 - $1.05 Million
-10,947 Reduced 48.97%
11,407 $962,000
Q4 2021

Feb 01, 2022
SELL
$73.23 - $85.82 $17,648 - $20,682
-241 Reduced 1.07%
22,354 $1.88 Million
Q3 2021

Nov 08, 2021
SELL
$66.68 - $77.38 $12.9 Million - $15 Million
-193,761 Reduced 89.56%
22,595 $1.65 Million
Q2 2021

Aug 04, 2021
SELL
$63.69 - $76.01 $2.77 Million - $3.3 Million
-43,452 Reduced 16.72%
216,356 $15.8 Million
Q1 2021

May 12, 2021
SELL
$51.54 - $67.65 $316,558 - $415,506
-6,142 Reduced 2.31%
259,808 $16.9 Million
Q4 2020

Feb 02, 2021
BUY
$36.75 - $53.04 $191,871 - $276,921
5,221 Added 2.0%
265,950 $14.1 Million
Q3 2020

Nov 12, 2020
BUY
$33.02 - $36.28 $1.27 Million - $1.39 Million
38,403 Added 17.27%
260,729 $9.45 Million
Q2 2020

Jul 31, 2020
BUY
$31.75 - $42.82 $137,033 - $184,811
4,316 Added 1.98%
222,326 $7.5 Million
Q1 2020

May 05, 2020
BUY
$28.43 - $49.0 $6.2 Million - $10.7 Million
218,010 New
218,010 $7.33 Million

Others Institutions Holding SCHW

# of Institutions
2,083
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $150B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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