Grimes & Company, Inc. Schwab Strategic Tr Us Large C Transaction History
Grimes & Company, Inc.
- $3.93 Billion
- Q3 2025
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 505,939 shares of SCHX stock, worth $13.2 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
505,939
Previous 506,933
0.2%
Holding current value
$13.2 Million
Previous $12.4 Million
7.56%
% of portfolio
0.34%
Previous 0.35%
Shares
33 transactions
Others Institutions Holding SCHX
# of Institutions
1,575Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio