A detailed history of Joule Financial, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Joule Financial, LLC holds 12,791 shares of SCHI stock, worth $282,425. This represents 0.22% of its overall portfolio holdings.

Number of Shares
12,791
Previous 12,507 2.27%
Holding current value
$282,425
Previous $551,000 7.08%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Oct 17, 2024

BUY
$43.73 - $46.29 $12,419 - $13,146
284 Added 2.27%
12,791 $590,000
Q1 2024

Oct 17, 2024

BUY
$43.87 - $44.99 $548,682 - $562,689
12,507 New
12,507 $556,000
Q4 2023

Jan 11, 2024

BUY
$40.96 - $45.17 $512,286 - $564,941
12,507 New
12,507 $562,000

Others Institutions Holding SCHI

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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