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Squire Investment Management Company, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Squire Investment Management Company, LLC on SCHD, newest first. How the timeline and the estimate are built.

Squire Investment Management Company, LLC held 42,885 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,885 shares
    Change vs previous 13F +5 shares

    0.33% of the 13F portfolio, value $1,359,894.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,880 shares
    Change vs previous 13F +8 shares

    0.37% of the 13F portfolio, value $1,315,563.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,872 shares
    Change vs previous 13F +5,432 shares

    0.36% of the 13F portfolio, value $1,175,979.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,440 shares
    Change vs previous 13F +3,081 shares

    0.33% of the 13F portfolio, value $1,022,112.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,359 shares
    Change vs previous 13F +1,894 shares

    0.34% of the 13F portfolio, value $910,514.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,465 shares
    Change vs previous 13F -369 shares

    0.38% of the 13F portfolio, value $907,721.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,834 shares
    Change vs previous 13F +25,486 shares

    0.39% of the 13F portfolio, value $897,025.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,348 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $621,126.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).