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 $13.4 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
505,939
Previous 506,933
0.2%
Holding current value
$13.4 Million
Previous $12.4 Million
7.56%
% of portfolio
0.34%
Previous 0.35%
Shares
33 transactions
Others Institutions Holding SCHX
# of Institutions
1,631Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio