Joule Financial, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Joule Financial, LLC

  • $283 Million
  • Q1 2025

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 25,325 shares of SCHI stock, worth $562,974. This represents 0.2% of its overall portfolio holdings.

Number of Shares
25,325
Previous 25,582 1.0%
Holding current value
$562,974
Previous $564,000 0.53%
% of portfolio
0.2%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$21.77 - $22.56 $5,594 - $5,797
-257 Reduced 1.0%
25,325 $567,000
Q4 2024

Jan 15, 2025
BUY
$22.02 - $46.16 $281,657 - $590,432
12,791 Added 100.0%
25,582 $564,000
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

# of Institutions
231
Shares Held
48.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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