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Grimes & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Grimes & Company’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6M Buy
463,013
+71,835
+18% +$2.05M 0.29% 65
2026
Q1 		$10M Sell
391,178
-100,533
-20% -$2.7M 0.28% 77
2025
Q4 		$13.2M Sell
491,711
-14,228
-3% -$380K 0.32% 63
2025
Q3 		$13.3M Sell
505,939
-994
-0.2% -$25.2K 0.33% 62
2025
Q2 		$12.4M Buy
506,933
+79,381
+19% +$1.79M 0.34% 66
2025
Q1 		$9.44M Sell
427,552
-106,096
-20% -$2.47M 0.29% 79
2024
Q4 		$12.4M Buy
533,648
+41,894
+9% +$976K 0.36% 65
2024
Q3 		$11.1M Buy
491,754
+13,080
+3% +$285K 0.3% 73
2024
Q2 		$10.3M Buy
478,674
+3,006
+0.6% +$62.1K 0.31% 77
2024
Q1 		$9.84M Sell
475,668
-28,092
-6% -$553K 0.3% 77
2023
Q4 		$9.47M Buy
503,760
+159,309
+46% +$2.8M 0.31% 74
2023
Q3 		$5.81M Sell
344,451
-3,873
-1% -$67.9K 0.22% 86
2023
Q2 		$6.08M Sell
348,324
-10,356
-3% -$171K 0.22% 84
2023
Q1 		$5.78M Sell
358,680
-2,976
-0.8% -$46.8K 0.24% 83
2022
Q4 		$5.44M Sell
361,656
-79,206
-18% -$1.2M 0.23% 81
2022
Q3 		$6.22M Buy
440,862
+51,399
+13% +$806K 0.32% 66
2022
Q2 		$5.8M Buy
389,463
+17,757
+5% +$288K 0.29% 73
2022
Q1 		$6.67M Buy
371,706
+31,476
+9% +$557K 0.35% 71
2021
Q4 		$6.45M Buy
340,230
+7,872
+2% +$145K 0.3% 75
2021
Q3 		$5.76M Buy
332,358
+10,428
+3% +$186K 0.25% 80
2021
Q2 		$5.58M Buy
321,930
+19,818
+7% +$334K 0.24% 80
2021
Q1 		$4.83M Buy
302,112
+3,816
+1% +$59.8K 0.23% 86
2020
Q4 		$4.52M Buy
298,296
+85,404
+40% +$1.22M 0.23% 84
2020
Q3 		$2.86M Buy
212,892
+12,000
+6% +$159K 0.18% 95
2020
Q2 		$2.48M Buy
200,892
+3,738
+2% +$43.6K 0.17% 94
2020
Q1 		$2.01M Sell
197,154
-19,920
-9% -$242K 0.18% 90
2019
Q4 		$2.78M Buy
217,074
+1,602
+0.7% +$19.6K 0.18% 95
2019
Q3 		$2.55M Buy
215,472
+13,716
+7% +$162K 0.18% 94
2019
Q2 		$2.36M Buy
201,756
+5,682
+3% +$65.3K 0.18% 91
2019
Q1 		$2.21M Buy
196,074
+32,436
+20% +$351K 0.17% 93
2018
Q4 		$1.63M Buy
163,638
+2,376
+1% +$25.5K 0.16% 86
2018
Q3 		$1.87M Buy
161,262
+1,896
+1% +$21.6K 0.15% 93
2018
Q2 		$1.73M Buy
159,366
+882
+0.6% +$9.51K 0.15% 99
2018
Q1 		$1.67M Buy
158,484
+9,804
+7% +$107K 0.16% 100
2017
Q4 		$1.58M Buy
148,680
+20,280
+16% +$210K 0.15% 97
2017
Q3 		$1.28M Sell
128,400
-1,974
-2% -$19.4K 0.14% 97
2017
Q2 		$1.25M Sell
130,374
-55,518
-30% -$530K 0.14% 100
2017
Q1 		$1.74M Sell
185,892
-23,982
-11% -$222K 0.19% 89
2016
Q4 		$1.86M Buy
209,874
+7,434
+4% +$64.6K 0.22% 88
2016
Q3 		$1.74M Sell
202,440
-17,430
-8% -$149K 0.23% 86
2016
Q2 		$1.82M Sell
219,870
-3,174
-1% -$26.1K 0.24% 88
2016
Q1 		$1.82M Sell
223,044
-2,544
-1% -$19.6K 0.23% 82
2015
Q4 		$1.83M Sell
225,588
-2,088
-0.9% -$17K 0.25% 81
2015
Q3 		$1.74M Buy
227,676
+13,596
+6% +$110K 0.22% 83
2015
Q2 		$1.76M Buy
+214,080
New +$1.8M 0.25% 79

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Grimes & Company's SCHX Position: Q2 2026 in Review

Grimes & Company increased its Schwab US Large- Cap ETF (SCHX) stake by 18% in Q2 2026, buying an estimated $2.05M and bringing the position to 463,013 shares worth $13.6M. The position accounts for 0.29% of the portfolio, ranked #65.

Grimes & Company first reported a position in SCHX in Q2 2015 and has held it in 45 quarters since. 781 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Grimes & Company held 463,013 shares of Schwab US Large- Cap ETF worth $13.6M as of Q2 2026.
  • Grimes & Company bought 71,835 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.05M.
  • Schwab US Large- Cap ETF made up 0.29% of Grimes & Company's portfolio in Q2 2026, its #65 holding.
  • Grimes & Company first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 45 quarters since.
  • 781 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.