Grimes & Company, Inc. Schwab Strategic Tr Us Broad M Transaction History

Grimes & Company, Inc.

  • $3.93 Billion
  • Q3 2025

A detailed history of Grimes & Company, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Grimes & Company, Inc. holds 42,503 shares of SCHB stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
42,503
Previous 35,743 18.91%
Holding current value
$1.1 Million
Previous $851,000 28.32%
% of portfolio
0.03%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$23.82 - $25.84 $161,023 - $174,678
6,760 Added 18.91%
42,503 $1.09 Million
Q2 2025

Jul 22, 2025
BUY
$19.1 - $23.83 $1,967 - $2,454
103 Added 0.29%
35,743 $851,000
Q1 2025

Apr 17, 2025
BUY
$21.23 - $23.75 $2,207 - $2,470
104 Added 0.29%
35,640 $764,000
Q4 2024

Jan 21, 2025
BUY
$22.01 - $66.82 $522,319 - $1.59 Million
23,731 Added 201.02%
35,536 $806,000
Q3 2024

Oct 22, 2024
BUY
$59.93 - $66.52 $4,374 - $4,855
73 Added 0.62%
11,805 $785,000
Q2 2024

Jul 22, 2024
SELL
$57.57 - $63.3 $57 - $63
-1 Reduced 0.01%
11,732 $737,000
Q1 2024

Apr 17, 2024
SELL
$54.61 - $61.05 $2,566 - $2,869
-47 Reduced 0.4%
11,733 $716,000
Q4 2023

Jan 24, 2024
BUY
$47.61 - $55.91 $2,380 - $2,795
50 Added 0.43%
11,780 $655,000
Q3 2023

Oct 19, 2023
BUY
$49.59 - $53.57 $2,181 - $2,357
44 Added 0.38%
11,730 $584,000
Q2 2023

Jul 19, 2023
BUY
$47.08 - $51.7 $47 - $51
1 Added 0.01%
11,686 $604,000
Q1 2023

Apr 20, 2023
BUY
$44.47 - $49.23 $88 - $98
2 Added 0.02%
11,685 $559,000
Q4 2022

Jan 25, 2023
SELL
$41.94 - $47.81 $203,409 - $231,878
-4,850 Reduced 29.34%
11,683 $0
Q3 2022

Oct 28, 2022
BUY
$41.99 - $50.63 $83 - $101
2 Added 0.01%
16,533 $694,000
Q2 2022

Jul 22, 2022
BUY
$42.93 - $53.98 $85 - $107
2 Added 0.01%
16,531 $731,000
Q1 2022

May 06, 2022
BUY
$49.15 - $56.85 $405,634 - $469,183
8,253 Added 99.72%
16,529 $882,000
Q4 2021

Feb 01, 2022
BUY
$51.87 - $56.86 $29,825 - $32,694
575 Added 7.47%
8,276 $935,000
Q3 2021

Nov 08, 2021
BUY
$51.32 - $54.83 $30,278 - $32,349
590 Added 8.3%
7,701 $800,000
Q2 2021

Aug 04, 2021
SELL
$48.92 - $52.14 $9,099 - $9,698
-186 Reduced 2.55%
7,111 $741,000
Q1 2021

May 12, 2021
BUY
$44.89 - $48.81 $152,536 - $165,856
3,398 Added 87.15%
7,297 $706,000
Q4 2020

Feb 02, 2021
BUY
$39.03 - $45.5 $12,606 - $14,696
323 Added 9.03%
3,899 $355,000
Q3 2020

Nov 12, 2020
BUY
$36.93 - $42.52 $73 - $85
2 Added 0.06%
3,576 $285,000
Q2 2020

Jul 31, 2020
BUY
$28.84 - $38.49 $28 - $38
1 Added 0.03%
3,574 $263,000
Q1 2020

May 05, 2020
BUY
$26.18 - $40.44 $26 - $40
1 Added 0.03%
3,573 $216,000
Q4 2019

Feb 05, 2020
BUY
$34.47 - $38.58 $68 - $77
2 Added 0.06%
3,572 $275,000
Q3 2019

Nov 05, 2019
BUY
$35.32 - $36.13 $35 - $36
1 Added 0.03%
3,570 $0
Q2 2019

Jul 30, 2019
BUY
N/A
40 Added 1.13%
3,569 $252,000
Q1 2019

May 02, 2019
BUY
N/A
2 Added 0.06%
3,529 $240,000
Q4 2018

Feb 01, 2019
BUY
N/A
2 Added 0.06%
3,527 $211,000
Q3 2018

Nov 09, 2018
BUY
N/A
225 Added 6.82%
3,525 $248,000
Q3 2017

Nov 03, 2017
BUY
N/A
3,300
3,300 $201,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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