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

Joule Financial, LLC

  • $273 Million
  • Q3 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 10,119 shares of SCHV stock, worth $265,421. This represents 0.3% of its overall portfolio holdings.

Number of Shares
10,119
Previous 11,687 13.42%
Holding current value
$265,421
Previous $865,000 6.01%
% of portfolio
0.3%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
836
Shares Held
112M
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
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