Squire Investment Management Company, LLC Schwab Strategic Tr Us Dividen Transaction History

Squire Investment Management Company, LLC

$271 Billion
Q2 2025

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 34,359 shares of SCHD stock, worth $912,918. This represents 0.34% of its overall portfolio holdings.

Number of Shares

34,359

Previous 32,465 5.83%

Holding current value

$912,918

Previous $908 Million 0.31%

% of portfolio

0.34%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$24.32 - $27.87 $46,062 - $52,785	1,894 Added 5.83%	34,359 $911 Million
Q1 2025 May 08, 2025	SELL	$27.01 - $28.54 $9,966 - $10,531	-369 Reduced 1.12%	32,465 $908 Million
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

2,017

Shares Held

845M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Squire Investment Management Company, LLC Schwab Strategic Tr Us Dividen Transaction History