Joule Financial, LLC Schwab Strategic Tr Us Broad M Transaction History
Joule Financial, LLC
- $283 Million
- Q1 2025
A detailed history of Joule Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Joule Financial, LLC holds 43,245 shares of SCHB stock, worth $927,172. This represents 0.33% of its overall portfolio holdings.
Number of Shares
43,245
Previous 42,025
2.9%
Holding current value
$927,172
Previous $953,000
2.73%
% of portfolio
0.33%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,267Shares Held
482MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio