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

Squire Investment Management Company, LLC

  • $227 Billion
  • Q4 2024

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 31,348 shares of SCHM stock, worth $830,722. This represents 0.38% of its overall portfolio holdings.

Number of Shares
31,348
Previous 9,291 237.4%
Holding current value
$830,722
Previous $772 Million 12.52%
% of portfolio
0.38%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,010
Shares Held
275M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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