Joule Financial, LLC Schwab Us Aggregate Bond ETF Transaction History

Joule Financial, LLC

  • $280 Million
  • Q4 2024

A detailed history of Joule Financial, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Joule Financial, LLC holds 17,800 shares of SCHZ stock, worth $414,028. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,800
Previous 9,055 96.58%
Holding current value
$414,028
Previous $430,000 6.05%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Jan 15, 2025
BUY
$22.63 - $47.53 $197,899 - $415,649
8,745 Added 96.58%
17,800 $404,000
Q3 2024

Oct 17, 2024
SELL
$45.2 - $47.87 $14,780 - $15,653
-327 Reduced 3.49%
9,055 $430,000
Q2 2024

Oct 17, 2024
SELL
$44.66 - $45.99 $6,609 - $6,806
-148 Reduced 1.55%
9,382 $427,000
Q1 2024

Oct 17, 2024
BUY
$45.44 - $46.67 $433,043 - $444,765
9,530 New
9,530 $438,000
Q4 2023

Jan 11, 2024
SELL
$43.09 - $46.83 $7,282 - $7,914
-169 Reduced 1.69%
9,810 $457,000
Q3 2023

Oct 26, 2023
SELL
$44.14 - $46.33 $35,709 - $37,480
-809 Reduced 7.5%
9,979 $441,000
Q2 2023

Jul 14, 2023
BUY
$45.86 - $47.33 $19,857 - $20,493
433 Added 4.18%
10,788 $497,000
Q1 2023

Apr 13, 2023
SELL
$45.33 - $47.44 $163,731 - $171,353
-3,612 Reduced 25.86%
10,355 $485,000
Q4 2022

Jan 13, 2023
SELL
$44.04 - $47.03 $68,129 - $72,755
-1,547 Reduced 9.97%
13,967 $0
Q2 2022

Jul 19, 2022
BUY
$46.62 - $50.36 $723,262 - $781,285
15,514 New
15,514 $743,000

Others Institutions Holding SCHZ

# of Institutions
682
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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