Squire Investment Management Company, LLC Schwab Strategic Tr Us Broad M Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
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 12,000 shares of SCHB stock, worth $280,440. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,000
Previous 4,000
200.0%
Holding current value
$280,440
Previous $266 Million
2.38%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,202Shares Held
300MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio