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 16,470 shares of SCHX stock, worth $385,398. This represents 0.41% of its overall portfolio holdings.

Number of Shares
16,470
Previous 18,571 11.31%
Holding current value
$385,398
Previous $1.19 Million 6.37%
% of portfolio
0.41%
Previous 0.49%

Shares

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

Oct 17, 2024
SELL
$61.11 - $67.85 $128,392 - $142,552
-2,101 Reduced 11.31%
16,470 $1.12 Million
Q2 2024

Oct 17, 2024
SELL
$58.7 - $64.78 $15,379 - $16,972
-262 Reduced 1.39%
18,571 $1.19 Million
Q1 2024

Oct 17, 2024
BUY
$55.41 - $62.08 $1.04 Million - $1.17 Million
18,833 New
18,833 $1.17 Million
Q4 2023

Jan 11, 2024
SELL
$48.47 - $56.6 $24,962 - $29,149
-515 Reduced 2.53%
19,850 $1.12 Million
Q3 2023

Oct 26, 2023
SELL
$50.36 - $54.21 $18,733 - $20,166
-372 Reduced 1.79%
20,365 $1.03 Million
Q2 2023

Jul 14, 2023
SELL
$47.67 - $52.37 $14,968 - $16,444
-314 Reduced 1.49%
20,737 $1.09 Million
Q1 2023

Apr 13, 2023
SELL
$44.78 - $49.41 $55,661 - $61,416
-1,243 Reduced 5.58%
21,051 $1.02 Million
Q4 2022

Jan 13, 2023
SELL
$42.25 - $48.16 $27,673 - $31,544
-655 Reduced 2.85%
22,294 $0
Q3 2022

Oct 19, 2022
SELL
$42.35 - $51.01 $30,830 - $37,135
-728 Reduced 3.07%
22,949 $972,000
Q2 2022

Jul 19, 2022
BUY
$43.35 - $54.51 $1.03 Million - $1.29 Million
23,677 New
23,677 $1.06 Million

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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