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

Squire Investment Management Company, LLC

  • $307 Billion
  • Q3 2025

A detailed history of Squire Investment Management Company, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 12,002 shares of SCHB stock, worth $309,891. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,002
Previous 12,002 -0.0%
Holding current value
$309,891
Previous $286 Million 7.89%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$21.23 - $23.75 $42 - $47
2 Added 0.02%
12,002 $258 Million
Q4 2024

Jan 30, 2025
BUY
$22.01 - $66.82 $176,080 - $534,560
8,000 Added 200.0%
12,000 $272 Million
Q4 2023

Aug 01, 2024
BUY
$47.61 - $55.91 $190,440 - $223,640
4,000 New
4,000 $223 Million

Others Institutions Holding SCHB

# of Institutions
1,387
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Squire Investment Management Company, LLC Portfolio

Follow Squire Investment Management Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Squire Investment Management Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Squire Investment Management Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email