SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

GRIMES & COMPANY, INC.'s Holding History (CIK: 0001321993)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 26,883 Value ($000) $737 Avg Close — Range —
Q3 2025
Shares 24,883 Value ($000) $679 Avg Close — Range —
Q2 2025
Shares 21,773 Value ($000) $577 Avg Close — Range —
Q1 2025
Shares 21,561 Value ($000) $603 Avg Close — Range —
Q4 2024
Shares 28,748 Value ($000) $785 Avg Close — Range —
Q3 2024
Shares 9,275 Value ($000) $784 Avg Close — Range —
Q2 2024
Shares 3,244 Value ($000) $252 Avg Close — Range —
Q1 2024
Shares 3,408 Value ($000) $275 Avg Close — Range —
Q4 2023
Shares 3,225 Value ($000) $246 Avg Close — Range —
Q2 2023
Shares 2,792 Value ($000) $203 Avg Close — Range —
Q2 2022
Shares 3,220 Value ($000) $231 Avg Close — Range —
Q1 2022
Shares 3,220 Value ($000) $254 Avg Close — Range —
Q4 2021
Shares 3,220 Value ($000) $260 Avg Close — Range —
Q3 2021
Shares 3,220 Value ($000) $239 Avg Close — Range —
Q2 2021
Shares 3,219 Value ($000) $243 Avg Close — Range —
Q1 2021
Shares 3,218 Value ($000) $235 Avg Close — Range —
Q4 2020
Shares 3,391 Value ($000) $218 Avg Close — Range —
Q4 2019
Shares 3,625 Value ($000) $210 Avg Close — Range —