Joule Financial, LLC Schwab Strategic Tr Us Broad M Transaction History
Joule Financial, LLC
- $280 Million
- Q4 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 42,025 shares of SCHB stock, worth $986,747. This represents 0.34% of its overall portfolio holdings.
Number of Shares
42,025
Previous 14,289
194.11%
Holding current value
$986,747
Previous $950,000
0.32%
% of portfolio
0.34%
Previous 0.35%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,210Shares Held
315MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$484 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$192 Million16.63% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio