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 $315,929. This represents 0.35% of its overall portfolio holdings.

Number of Shares
14,289
Previous 15,840 9.79%
Holding current value
$315,929
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
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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