Joule Financial, LLC Schwab Strategic Tr Us Emergin Transaction History
Joule Financial, LLC
- $280 Million
- Q4 2024
A detailed history of Joule Financial, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Joule Financial, LLC holds 156,168 shares of SCHE stock, worth $4.25 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
156,168
Previous 151,924
2.79%
Holding current value
$4.25 Million
Previous $4.43 Million
6.2%
% of portfolio
1.48%
Previous 1.62%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
827Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$556 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$228 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.6 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.6 Million0.14% of portfolio