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

Grimes & Company, Inc.

$3.43 Billion
Q4 2024

A detailed history of Grimes & Company, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Grimes & Company, Inc. holds 28,748 shares of SCHD stock, worth $805,806. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,748

Previous 9,275 209.95%

Holding current value

$805,806

Previous $784,000 0.13%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$26.93 - $84.95 $524,407 - $1.65 Million	19,473 Added 209.95%	28,748 $785,000
Q3 2024 Oct 22, 2024	BUY	$77.02 - $85.06 $464,507 - $512,996	6,031 Added 185.91%	9,275 $784,000
Q2 2024 Jul 22, 2024	SELL	$75.81 - $80.15 $12,432 - $13,144	-164 Reduced 4.81%	3,244 $252,000
Q1 2024 Apr 17, 2024	BUY	$75.25 - $80.63 $13,770 - $14,755	183 Added 5.67%	3,408 $274,000
Q4 2023 Jan 24, 2024	BUY	$66.9 - $76.32 $215,752 - $246,131	3,225 New	3,225 $245,000
Q2 2023 Jul 19, 2023	BUY	$69.18 - $73.94 $193,150 - $206,440	2,792 New	2,792 $202,000
Q3 2021 Nov 08, 2021	BUY	$74.23 - $78.13 $74 - $78	1 Added 0.03%	3,220 $239,000
Q2 2021 Aug 04, 2021	BUY	$73.32 - $77.65 $73 - $77	1 Added 0.03%	3,219 $243,000
Q1 2021 May 12, 2021	SELL	$63.23 - $73.67 $10,938 - $12,744	-173 Reduced 5.1%	3,218 $235,000
Q4 2020 Feb 02, 2021	BUY	$54.8 - $65.16 $185,826 - $220,957	3,391 New	3,391 $218,000
Q1 2020 May 05, 2020	SELL	$39.5 - $59.28 $143,187 - $214,890	-3,625 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$52.87 - $58.15 $191,653 - $210,793	3,625 New	3,625 $210,000

Others Institutions Holding SCHD

# of Institutions

1,949

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Grimes & Company, Inc. Schwab Strategic Tr Us Dividen Transaction History