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

Joule Financial, LLC

$332 Million
Q3 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 827,440 shares of SCHA stock, worth $22.7 Million. This represents 6.95% of its overall portfolio holdings.

Number of Shares

827,440

Previous 814,902 1.54%

Holding current value

$22.7 Million

Previous $20.6 Million 11.97%

% of portfolio

6.95%

Previous 6.75%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$25.29 - $28.33 $317,086 - $355,201	12,538 Added 1.54%	827,440 $23.1 Million
Q2 2025 Jul 22, 2025	BUY	$20.42 - $25.3 $3.17 Million - $3.93 Million	155,283 Added 23.54%	814,902 $20.6 Million
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

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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