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 $266,160. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,000
Previous 4,000
200.0%
Holding current value
$266,160
Previous $266 Million
2.38%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$394 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$254 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$226 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$207 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$198 Million19.23% of portfolio