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 158,556 shares of SCHX stock, worth $10.3 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
158,556
Previous 167,920 5.58%
Holding current value
$10.3 Million
Previous $9.47 Million 3.9%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Apr 17, 2024
SELL
$55.41 - $62.08 $518,859 - $581,317
-9,364 Reduced 5.58%
158,556 $9.84 Million
Q4 2023

Jan 24, 2024
BUY
$48.47 - $56.6 $2.57 Million - $3.01 Million
53,103 Added 46.25%
167,920 $9.47 Million
Q3 2023

Oct 19, 2023
SELL
$50.36 - $54.21 $65,014 - $69,985
-1,291 Reduced 1.11%
114,817 $5.81 Million
Q2 2023

Jul 19, 2023
SELL
$47.67 - $52.37 $164,556 - $180,781
-3,452 Reduced 2.89%
116,108 $6.08 Million
Q1 2023

Apr 20, 2023
SELL
$44.78 - $49.41 $44,421 - $49,014
-992 Reduced 0.82%
119,560 $5.78 Million
Q4 2022

Jan 25, 2023
SELL
$44.01 - $48.16 $1.16 Million - $1.27 Million
-26,402 Reduced 17.97%
120,552 $0
Q3 2022

Oct 28, 2022
BUY
N/A
17,133 Added 13.2%
146,954 $6.22 Million
Q2 2022

Jul 22, 2022
BUY
N/A
5,919 Added 4.78%
129,821 $5.8 Million
Q1 2022

May 06, 2022
BUY
N/A
67,197 Added 118.5%
123,902 $6.67 Million
Q4 2021

Feb 01, 2022
BUY
N/A
1,312 Added 2.37%
56,705 $6.45 Million
Q3 2021

Nov 08, 2021
BUY
N/A
1,738 Added 3.24%
55,393 $5.76 Million
Q2 2021

Aug 04, 2021
BUY
N/A
3,303 Added 6.56%
53,655 $5.58 Million
Q1 2021

May 12, 2021
BUY
N/A
636 Added 1.28%
50,352 $4.84 Million
Q4 2020

Feb 02, 2021
BUY
N/A
14,234 Added 40.12%
49,716 $4.52 Million
Q3 2020

Nov 12, 2020
BUY
N/A
2,000 Added 5.97%
35,482 $2.86 Million
Q2 2020

Jul 31, 2020
BUY
N/A
623 Added 1.9%
33,482 $2.48 Million
Q1 2020

May 05, 2020
SELL
N/A
-3,320 Reduced 9.18%
32,859 $2.01 Million
Q4 2019

Feb 05, 2020
BUY
N/A
267 Added 0.74%
36,179 $2.78 Million
Q3 2019

Nov 05, 2019
BUY
N/A
2,286 Added 6.8%
35,912 $0
Q2 2019

Jul 30, 2019
BUY
N/A
947 Added 2.9%
33,626 $2.36 Million
Q1 2019

May 02, 2019
BUY
N/A
5,406 Added 19.82%
32,679 $2.21 Million
Q4 2018

Feb 01, 2019
BUY
N/A
396 Added 1.47%
27,273 $1.63 Million
Q3 2018

Nov 09, 2018
BUY
N/A
316 Added 1.19%
26,877 $1.87 Million
Q2 2018

Aug 10, 2018
BUY
N/A
147 Added 0.56%
26,561 $1.73 Million
Q1 2018

May 07, 2018
BUY
N/A
1,634 Added 6.59%
26,414 $1.67 Million
Q4 2017

Feb 05, 2018
BUY
N/A
3,380 Added 15.79%
24,780 $1.58 Million
Q3 2017

Nov 03, 2017
BUY
N/A
21,400
21,400 $1.29 Million

Others Institutions Holding SCHX

# of Institutions
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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