Grimes & Company »

Schwab Strategic Tr us lrg cap etf shares owned by Grimes & Company

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Grimes & Company from 13F filings

Historical chart of Grimes & Company investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Grimes & Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Grimes & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 506k 26.34
2025-06-30 $12M 507k 24.44
2025-03-31 $9.4M 428k 22.08
2024-12-31 $12M 534k 23.18
2024-09-30 $11M 164k 67.85
2024-06-30 $10M 160k 64.25
2024-03-31 $9.8M 159k 62.06
2023-12-31 $9.5M 168k 56.40
2023-09-30 $5.8M 115k 50.60
2023-06-30 $6.1M 116k 52.37
2023-03-31 $5.8M 120k 48.37
2022-12-31 $5.4M 121k 45.15
2022-09-30 $6.2M 147k 42.35
2022-06-30 $5.8M 130k 44.66
2022-03-31 $6.7M 124k 53.85
2021-12-31 $6.5M 57k 113.82
2021-09-30 $5.8M 55k 104.04
2021-06-30 $5.6M 54k 103.98
2021-03-31 $4.8M 50k 96.02
2020-12-31 $4.5M 50k 90.96
2020-09-30 $2.9M 36k 80.63
2020-06-30 $2.5M 34k 74.10
2020-03-31 $2.0M 33k 61.26
2019-12-31 $2.8M 36k 76.81
2019-09-30 $2.5M 36k 70.92
2019-06-30 $2.4M 34k 70.18
2019-03-31 $2.2M 33k 67.60
2018-12-31 $1.6M 27k 59.69
2018-09-30 $1.9M 27k 69.58
2018-06-30 $1.7M 27k 64.98
2018-03-31 $1.7M 26k 63.07
2017-12-31 $1.6M 25k 63.76
2017-09-30 $1.3M 21k 60.05
2017-06-30 $1.3M 22k 57.76
2017-03-31 $1.7M 31k 56.26
2016-12-31 $1.9M 35k 53.26
2016-09-30 $1.7M 34k 51.63
2016-06-30 $1.8M 37k 49.77
2016-03-31 $1.8M 37k 48.85
2015-12-31 $1.8M 38k 48.57
2015-09-30 $1.7M 38k 45.75
2015-06-30 $1.8M 36k 49.30

More positions owned by Grimes & Company

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ishares Tr Broad Usd High (USHY)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Nuveen Ice High (HYMB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Grimes & Company

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf