Squire Investment Management Company, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 37,440 shares of SCHD stock, worth $1.02 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

37,440

Previous 34,359 8.97%

Holding current value

$1.02 Million

Previous $911 Million 12.26%

% of portfolio

0.33%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$26.38 - $27.95 $81,276 - $86,113	3,081 Added 8.97%	37,440 $1.02 Billion
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

2,058

Shares Held

869M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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