Joule Financial, LLC Schwab Strategic Tr Us Broad M Transaction History

Joule Financial, LLC

  • $273 Million
  • Q3 2024

A detailed history of Joule Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Joule Financial, LLC holds 14,289 shares of SCHB stock, worth $329,075. This represents 0.35% of its overall portfolio holdings.

Number of Shares
14,289
Previous 15,840 9.79%
Holding current value
$329,075
Previous $995,000 4.52%
% of portfolio
0.35%
Previous 0.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$59.93 - $66.52 $92,951 - $103,172
-1,551 Reduced 9.79%
14,289 $950,000
Q2 2024

Oct 17, 2024
SELL
$57.57 - $63.3 $13,528 - $14,875
-235 Reduced 1.46%
15,840 $995,000
Q1 2024

Oct 17, 2024
BUY
$54.61 - $61.05 $877,855 - $981,378
16,075 New
16,075 $981,000
Q4 2023

Jan 11, 2024
SELL
$47.61 - $55.91 $137,259 - $161,188
-2,883 Reduced 11.3%
22,635 $1.26 Million
Q3 2023

Oct 26, 2023
SELL
$49.59 - $53.57 $347 - $374
-7 Reduced 0.03%
25,518 $1.27 Million
Q2 2023

Jul 14, 2023
SELL
$47.08 - $51.7 $55,366 - $60,799
-1,176 Reduced 4.4%
25,525 $1.32 Million
Q1 2023

Apr 13, 2023
SELL
$44.47 - $49.23 $56,299 - $62,325
-1,266 Reduced 4.53%
26,701 $1.28 Million
Q4 2022

Jan 13, 2023
BUY
$41.94 - $47.81 $58,170 - $66,312
1,387 Added 5.22%
27,967 $0
Q3 2022

Oct 19, 2022
SELL
$41.99 - $50.63 $41,738 - $50,326
-994 Reduced 3.6%
26,580 $1.12 Million
Q2 2022

Jul 19, 2022
BUY
$42.93 - $53.98 $1.18 Million - $1.49 Million
27,574 New
27,574 $1.22 Million

Others Institutions Holding SCHB

# of Institutions
1,183
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Joule Financial, LLC Portfolio

Follow Joule Financial, 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 Joule Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joule Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email