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 $911,143. This represents 0.39% of its overall portfolio holdings.

Number of Shares
32,834
Previous 7,348 346.84%
Holding current value
$911,143
Previous $621 Million 44.42%
% of portfolio
0.39%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $686,337 - $2.17 Million
25,486 Added 346.84%
32,834 $897 Million
Q3 2024

Nov 06, 2024
BUY
$77.02 - $85.06 $92,732 - $102,412
1,204 Added 19.6%
7,348 $621 Million
Q1 2024

Aug 01, 2024
BUY
$75.25 - $80.63 $51,471 - $55,150
684 Added 12.53%
6,144 $495 Million
Q4 2023

Aug 01, 2024
BUY
$66.9 - $76.32 $365,274 - $416,707
5,460 New
5,460 $416 Million

Others Institutions Holding SCHD

# of Institutions
1,890
Shares Held
619M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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