GRIMES & COMPANY, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
GRIMES & COMPANY, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$504,653
-5.6%
7,456
-0.9%
0.02%
+5.3%
Q2 2023$534,603
-22.6%
7,526
-26.1%
0.02%
-32.1%
Q1 2023$691,071
-0.8%
10,185
-4.1%
0.03%
-3.4%
Q4 2022$696,808
-20.8%
10,620
-27.0%
0.03%
-37.0%
Q3 2022$880,000
+27.4%
14,543
+32.1%
0.05%
+31.4%
Q2 2022$691,000
-15.8%
11,010
+1.8%
0.04%
-18.6%
Q1 2022$821,000
-7.3%
10,817
-1.9%
0.04%
+4.9%
Q4 2021$886,000
+4.9%
11,022
-0.1%
0.04%
+10.8%
Q3 2021$845,000
-2.5%
11,028
-0.5%
0.04%
-2.6%
Q2 2021$867,000
+1.6%
11,081
-3.3%
0.04%
-7.3%
Q1 2021$853,000
+8.0%
11,458
-1.1%
0.04%0.0%
Q4 2020$790,000
+22.9%
11,585
+0.0%
0.04%0.0%
Q3 2020$643,000
+4.9%
11,583
-0.6%
0.04%
-4.7%
Q2 2020$613,000
+23.8%
11,648
-0.8%
0.04%
-4.4%
Q1 2020$495,000
-34.9%
11,743
-7.1%
0.04%
-10.0%
Q4 2019$760,000
+0.8%
12,637
-5.2%
0.05%
-7.4%
Q3 2019$754,000
-2.0%
13,328
-1.1%
0.05%
-6.9%
Q2 2019$769,000
+2.0%
13,473
-1.0%
0.06%
-1.7%
Q1 2019$754,000
+3.4%
13,614
-10.5%
0.06%
-16.9%
Q4 2018$729,000
-67.4%
15,209
-60.7%
0.07%
-60.3%
Q3 2018$2,238,000
+4.3%
38,696
-1.0%
0.18%
-5.8%
Q2 2018$2,145,000
+0.2%
39,073
-3.5%
0.19%
-8.2%
Q1 2018$2,141,000
-0.8%
40,480
-0.1%
0.21%
-0.5%
Q4 2017$2,159,000
+8.2%
40,530
+1.8%
0.21%
-1.9%
Q3 2017$1,995,000
+4.1%
39,804
+0.0%
0.21%
-0.9%
Q2 2017$1,917,000
+1.1%
39,796
-0.7%
0.21%
+2.9%
Q1 2017$1,896,000
+5.6%
40,064
+0.7%
0.21%0.0%
Q4 2016$1,795,000
+4.7%
39,767
+1.0%
0.21%
-9.2%
Q3 2016$1,714,000
+8.3%
39,381
+4.5%
0.23%
+8.0%
Q2 2016$1,583,000
+375.4%
37,686
+359.0%
0.21%
+393.0%
Q1 2016$333,000
+14.4%
8,210
+13.2%
0.04%
+10.3%
Q4 2015$291,000
-17.6%
7,251
-20.1%
0.04%
-13.3%
Q3 2015$353,000
-87.5%
9,079
-86.3%
0.04%
-88.7%
Q2 2015$2,825,00066,2630.40%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2015
NameSharesValueWeighting ↓
HT Partners LLC 498,318$19,559,00012.67%
Brouwer & Janachowski, LLC 501,958$20,113,00010.86%
Legacy Wealth Management, Inc 839,037$33,620,0009.43%
OLD DOMINION CAPITAL MANAGEMENT INC 163,411$6,548,0008.27%
SVA Wealth Management, LLC 1,152,237$46,170,0007.99%
Sharkey, Howes & Javer 262,531$10,520,0007.34%
Financial Management Professionals, Inc. 352,400$14,120,0007.24%
Kernodle & Katon Asset Management Group, LLC 178,194$7,140,0006.84%
WealthTrust-Arizona, LLC 271,170$10,865,0006.54%
Moisand Fitzgerald Tamayo, LLC 168,942$6,770,0005.82%
View complete list of SCHWAB STRATEGIC TR shareholders