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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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $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

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View all positions for Grimes & Company

Top funds holding Schwab Strategic Tr us lrg cap etf

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HighTower Advisors
Henderson Group
Mariner Wealth Advisors
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View all funds holding Schwab Strategic Tr us lrg cap etf