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

Joule Financial, LLC

  • $305 Million
  • Q2 2025

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 189,787 shares of SCHB stock, worth $4.66 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
189,787
Previous 43,245 338.86%
Holding current value
$4.66 Million
Previous $927,000 387.81%
% of portfolio
1.48%
Previous 0.33%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$19.1 - $23.83 $2.8 Million - $3.49 Million
146,542 Added 338.86%
189,787 $4.52 Million
Q1 2025

Apr 11, 2025
BUY
$21.23 - $23.75 $25,900 - $28,975
1,220 Added 2.9%
43,245 $927,000
Q4 2024

Jan 15, 2025
BUY
$22.01 - $66.82 $610,469 - $1.85 Million
27,736 Added 194.11%
42,025 $953,000
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
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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More about SCHB
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