Joule Financial, LLC Schwab Strategic Tr Us Emergin Transaction History

Joule Financial, LLC

  • $273 Million
  • Q3 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 151,924 shares of SCHE stock, worth $4.4 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
151,924
Previous 145,168 4.65%
Holding current value
$4.4 Million
Previous $3.86 Million 14.99%
% of portfolio
1.62%
Previous 1.57%

Shares

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

Oct 17, 2024
BUY
$25.45 - $29.53 $171,940 - $199,504
6,756 Added 4.65%
151,924 $4.43 Million
Q2 2024

Oct 17, 2024
SELL
$24.67 - $27.2 $119,600 - $131,865
-4,848 Reduced 3.23%
145,168 $3.86 Million
Q1 2024

Oct 17, 2024
BUY
$23.47 - $25.45 $3.52 Million - $3.82 Million
150,016 New
150,016 $3.79 Million
Q4 2023

Jan 11, 2024
BUY
$23.04 - $24.89 $76,746 - $82,908
3,331 Added 6.54%
54,291 $1.35 Million
Q3 2023

Oct 26, 2023
BUY
$23.83 - $26.11 $127,704 - $139,923
5,359 Added 11.75%
50,960 $1.22 Million
Q2 2023

Jul 14, 2023
BUY
$23.66 - $25.54 $706,156 - $762,266
29,846 Added 189.44%
45,601 $1.12 Million
Q1 2023

Apr 13, 2023
BUY
$23.32 - $26.39 $31,132 - $35,230
1,335 Added 9.26%
15,755 $386,000
Q4 2022

Jan 13, 2023
BUY
$21.59 - $24.95 $43,978 - $50,823
2,037 Added 16.45%
14,420 $0
Q3 2022

Oct 19, 2022
SELL
$22.4 - $25.83 $862,624 - $994,713
-38,510 Reduced 75.67%
12,383 $277,000
Q2 2022

Jul 19, 2022
BUY
$24.51 - $28.87 $1.25 Million - $1.47 Million
50,893 New
50,893 $1.29 Million

Others Institutions Holding SCHE

# of Institutions
770
Shares Held
236M
Call Options Held
13.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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