Squire Investment Management Company, LLC Schwab Strategic U.S. Mid Cap Transaction History

Squire Investment Management Company, LLC

  • $210 Billion
  • Q3 2024

A detailed history of Squire Investment Management Company, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 9,291 shares of SCHM stock, worth $259,683. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,291
Previous 7,812 18.93%
Holding current value
$259,683
Previous $608 Million 26.97%
% of portfolio
0.37%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$75.47 - $83.18 $111,620 - $123,023
1,479 Added 18.93%
9,291 $772 Million
Q2 2024

Aug 01, 2024
BUY
$75.69 - $81.19 $136,317 - $146,223
1,801 Added 29.96%
7,812 $608 Million
Q1 2024

Aug 01, 2024
BUY
$72.89 - $81.43 $53,063 - $59,281
728 Added 13.78%
6,011 $489 Million
Q4 2023

Aug 01, 2024
BUY
$63.01 - $75.95 $332,881 - $401,243
5,283 New
5,283 $398 Million

Others Institutions Holding SCHM

# of Institutions
951
Shares Held
109M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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