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

Grimes & Company, Inc.

$3.93 Billion
Q3 2025

A detailed history of Grimes & Company, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Grimes & Company, Inc. holds 81,181 shares of SCHE stock, worth $2.74 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

81,181

Previous 82,336 1.4%

Holding current value

$2.74 Million

Previous $2.48 Million 9.19%

% of portfolio

0.07%

Previous 0.07%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$30.13 - $33.37 $34,800 - $38,542	-1,155 Reduced 1.4%	81,181 $2.71 Million
Q2 2025 Jul 22, 2025	BUY	$24.38 - $30.18 $104,760 - $129,683	4,297 Added 5.51%	82,336 $2.48 Million
Q1 2025 Apr 17, 2025	SELL	$25.81 - $28.52 $130,727 - $144,453	-5,065 Reduced 6.09%	78,039 $2.15 Million
Q4 2024 Jan 21, 2025	BUY	$26.63 - $30.23 $91,367 - $103,719	3,431 Added 4.31%	83,104 $2.21 Million
Q3 2024 Oct 22, 2024	BUY	$25.45 - $29.53 $143,817 - $166,874	5,651 Added 7.63%	79,673 $2.32 Million

Q2 2024 Jul 22, 2024	BUY	$24.67 - $27.2 $17,219 - $18,985	698 Added 0.95%	74,022 $1.97 Million
Q1 2024 Apr 17, 2024	SELL	$23.47 - $25.45 $74,986 - $81,312	-3,195 Reduced 4.18%	73,324 $1.85 Million
Q4 2023 Jan 24, 2024	BUY	$23.04 - $24.89 $49,996 - $54,011	2,170 Added 2.92%	76,519 $1.9 Million
Q3 2023 Oct 19, 2023	SELL	$23.83 - $26.11 $47,350 - $51,880	-1,987 Reduced 2.6%	74,349 $1.78 Million
Q2 2023 Jul 19, 2023	SELL	$23.66 - $25.54 $206,954 - $223,398	-8,747 Reduced 10.28%	76,336 $1.88 Million
Q1 2023 Apr 20, 2023	SELL	$23.32 - $26.39 $606 - $686	-26 Reduced 0.03%	85,083 $2.09 Million
Q4 2022 Jan 25, 2023	BUY	$21.59 - $24.95 $89,922 - $103,916	4,165 Added 5.15%	85,109 $0
Q3 2022 Oct 28, 2022	BUY	$22.4 - $25.83 $84,268 - $97,172	3,762 Added 4.87%	80,944 $1.81 Million
Q2 2022 Jul 22, 2022	BUY	$24.51 - $28.87 $44,828 - $52,803	1,829 Added 2.43%	77,182 $1.96 Million
Q1 2022 May 06, 2022	BUY	$25.61 - $30.82 $153,301 - $184,488	5,986 Added 8.63%	75,353 $2.09 Million
Q4 2021 Feb 01, 2022	SELL	$28.68 - $31.96 $3.17 Million - $3.53 Million	-110,425 Reduced 61.42%	69,367 $2.06 Million
Q3 2021 Nov 08, 2021	SELL	$29.81 - $32.7 $1.45 Million - $1.59 Million	-48,557 Reduced 21.26%	179,792 $5.48 Million
Q2 2021 Aug 04, 2021	BUY	$31.06 - $33.61 $332,528 - $359,828	10,706 Added 4.92%	228,349 $7.51 Million
Q1 2021 May 12, 2021	BUY	$30.78 - $34.63 $28,963 - $32,586	941 Added 0.43%	217,643 $6.92 Million
Q4 2020 Feb 02, 2021	BUY	$26.72 - $30.68 $245,476 - $281,857	9,187 Added 4.43%	216,702 $6.64 Million
Q3 2020 Nov 12, 2020	BUY	$24.69 - $27.71 $1.34 Million - $1.51 Million	54,357 Added 35.49%	207,515 $5.55 Million
Q2 2020 Jul 31, 2020	BUY	$19.87 - $25.05 $1.82 Million - $2.29 Million	91,462 Added 148.25%	153,158 $3.73 Million
Q1 2020 May 05, 2020	SELL	$18.68 - $28.22 $1.47 Million - $2.22 Million	-78,535 Reduced 56.0%	61,696 $1.28 Million
Q4 2019 Feb 05, 2020	BUY	$24.83 - $27.51 $2.22 Million - $2.46 Million	89,292 Added 175.29%	140,231 $3.84 Million
Q3 2019 Nov 05, 2019	BUY	$25.08 - $25.94 $4,865 - $5,032	194 Added 0.38%	50,939 $0
Q2 2019 Jul 30, 2019	SELL	N/A	-138,602 Reduced 73.2%	50,745 $1.33 Million
Q1 2019 May 02, 2019	BUY	N/A	136,269 Added 256.73%	189,347 $4.93 Million
Q4 2018 Feb 01, 2019	BUY	N/A	5,693 Added 12.01%	53,078 $1.25 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-44,554 Reduced 48.46%	47,385 $1.22 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-47,657 Reduced 34.14%	91,939 $2.38 Million
Q1 2018 May 07, 2018	SELL	N/A	-1,176 Reduced 0.84%	139,596 $4.01 Million
Q4 2017 Feb 05, 2018	BUY	N/A	3,247 Added 2.36%	140,772 $3.93 Million
Q3 2017 Nov 03, 2017	BUY	N/A	137,525	137,525 $3.7 Million

Others Institutions Holding SCHE

# of Institutions

893

Shares Held

156M

Call Options Held

18.3K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grimes & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Grimes & Company, Inc. with notifications on news.

Account

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