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
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)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Grimes & Company

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf