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

Squire Investment Management Company, LLC

$271 Billion
Q2 2025

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 33,166 shares of SCHM stock, worth $940,256. This represents 0.34% of its overall portfolio holdings.

Number of Shares

33,166

Previous 31,348 5.8%

Holding current value

$940,256

Previous $821 Million 13.27%

% of portfolio

0.34%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$22.92 - $28.05 $41,668 - $50,994	1,818 Added 5.8%	33,166 $930 Million
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $607,449 - $1.83 Million	22,057 Added 237.4%	31,348 $869 Million
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

1,026

Shares Held

285M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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