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

Squire Investment Management Company, LLC

  • $176 Billion
  • Q2 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 7,812 shares of SCHM stock, worth $642,380. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,812
Previous 6,011 29.96%
Holding current value
$642,380
Previous $489 Million 24.22%
% of portfolio
0.34%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
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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