Squire Investment Management Company, LLC Schwab Strategic Tr Us Broad M Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 12,000 shares of SCHB stock, worth $280,680. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,000
Previous 4,000
200.0%
Holding current value
$280,680
Previous $266 Million
2.38%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,237Shares Held
366MCall Options Held
191KPut Options Held
20.7K-
Brooklyn Fi, LLC New York, NY23.2MShares$542 Million2.87% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$191 Million16.63% of portfolio