Grimes & Company, Inc. Schwab Strategic Tr Us Large C Transaction History
Grimes & Company, Inc.
- $3.43 Billion
- Q4 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 533,648 shares of SCHX stock, worth $11.8 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
533,648
Previous 163,918
225.56%
Holding current value
$11.8 Million
Previous $11.1 Million
11.22%
% of portfolio
0.36%
Previous 0.3%
Shares
30 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.58 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.83 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$781 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$714 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$583 Million8.63% of portfolio