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

Squire Investment Management Company, LLC

  • $210 Billion
  • Q3 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 7,348 shares of SCHD stock, worth $210,961. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,348
Previous 6,144 19.6%
Holding current value
$210,961
Previous $478 Million 30.01%
% of portfolio
0.3%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,753
Shares Held
275M
Call Options Held
1.92M
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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