Joule Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Joule Financial, LLC

  • $280 Million
  • Q4 2024

A detailed history of Joule Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Joule Financial, LLC holds 36,996 shares of SCHV stock, worth $1 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
36,996
Previous 10,119 265.61%
Holding current value
$1 Million
Previous $813,000 18.57%
% of portfolio
0.34%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$25.79 - $80.4 $693,157 - $2.16 Million
26,877 Added 265.61%
36,996 $964,000
Q3 2024

Oct 17, 2024
SELL
$73.43 - $80.37 $115,138 - $126,020
-1,568 Reduced 13.42%
10,119 $813,000
Q2 2024

Oct 17, 2024
SELL
$71.74 - $75.86 $11,119 - $11,758
-155 Reduced 1.31%
11,687 $865,000
Q1 2024

Oct 17, 2024
BUY
$68.82 - $75.98 $814,966 - $899,755
11,842 New
11,842 $899,000
Q4 2023

Jan 11, 2024
BUY
$61.16 - $70.24 $10,274 - $11,800
168 Added 1.49%
11,423 $800,000
Q3 2023

Oct 26, 2023
SELL
$64.45 - $69.39 $10,054 - $10,824
-156 Reduced 1.37%
11,255 $725,000
Q2 2023

Jul 14, 2023
SELL
$63.33 - $67.21 $14,755 - $15,659
-233 Reduced 2.0%
11,411 $765,000
Q1 2023

Apr 13, 2023
BUY
$62.59 - $69.3 $250 - $277
4 Added 0.03%
11,644 $763,000
Q4 2022

Jan 13, 2023
SELL
$59.13 - $69.24 $946 - $1,107
-16 Reduced 0.14%
11,640 $0
Q3 2022

Oct 19, 2022
SELL
$58.51 - $69.02 $11,409 - $13,458
-195 Reduced 1.65%
11,656 $682,000
Q2 2022

Jul 19, 2022
BUY
$60.93 - $72.3 $722,081 - $856,827
11,851 New
11,851 $740,000

Others Institutions Holding SCHV

# of Institutions
848
Shares Held
167M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Joule Financial, LLC Portfolio

Follow Joule Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joule Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joule Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email