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

Joule Financial, LLC

  • $283 Million
  • Q1 2025

A detailed history of Joule Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Joule Financial, LLC holds 659,619 shares of SCHA stock, worth $15.5 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares
659,619
Previous 667,432 1.17%
Holding current value
$15.5 Million
Previous $17.3 Million 10.27%
% of portfolio
5.47%
Previous 6.16%

Shares

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

Apr 11, 2025
SELL
$23.16 - $27.04 $180,949 - $211,263
-7,813 Reduced 1.17%
659,619 $15.5 Million
Q4 2024

Jan 15, 2025
BUY
$25.33 - $51.16 $9.09 Million - $18.4 Million
358,898 Added 116.32%
667,432 $17.3 Million
Q3 2024

Oct 17, 2024
BUY
$46.9 - $51.96 $125,223 - $138,733
2,670 Added 0.87%
308,534 $15.9 Million
Q2 2024

Oct 17, 2024
BUY
$45.24 - $49.04 $373,410 - $404,776
8,254 Added 2.77%
305,864 $14.5 Million
Q1 2024

Oct 17, 2024
BUY
$44.84 - $49.24 $13.3 Million - $14.7 Million
297,610 New
297,610 $14.7 Million
Q4 2023

Jan 11, 2024
BUY
$38.13 - $48.02 $523,029 - $658,690
13,717 Added 5.52%
262,227 $12.4 Million
Q3 2023

Oct 26, 2023
BUY
$40.85 - $46.1 $840,202 - $948,184
20,568 Added 9.02%
248,510 $10.3 Million
Q2 2023

Jul 14, 2023
BUY
$39.91 - $43.82 $713,231 - $783,107
17,871 Added 8.51%
227,942 $9.98 Million
Q1 2023

Apr 13, 2023
BUY
$39.82 - $46.36 $2.18 Million - $2.54 Million
54,783 Added 35.28%
210,071 $8.81 Million
Q4 2022

Jan 13, 2023
BUY
$38.25 - $43.54 $639,616 - $728,075
16,722 Added 12.07%
155,288 $0
Q3 2022

Oct 19, 2022
BUY
$37.65 - $45.9 $480,263 - $585,500
12,756 Added 10.14%
138,566 $5.24 Million
Q2 2022

Jul 19, 2022
BUY
$37.88 - $48.01 $4.77 Million - $6.04 Million
125,810 New
125,810 $4.91 Million

Others Institutions Holding SCHA

# of Institutions
1,261
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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