Squire Investment Management Company, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 32,834 shares of SCHD stock, worth $912,456. This represents 0.39% of its overall portfolio holdings.
Number of Shares
32,834
Previous 7,348
346.84%
Holding current value
$912,456
Previous $621 Million
44.42%
% of portfolio
0.39%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio