Joule Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Joule Financial, LLC

  • $273 Million
  • Q3 2024

A detailed history of Joule Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Joule Financial, LLC holds 230,469 shares of SCHD stock, worth $6.36 Million. This represents 7.13% of its overall portfolio holdings.

Number of Shares
230,469
Previous 188,323 22.38%
Holding current value
$6.36 Million
Previous $14.6 Million 33.04%
% of portfolio
7.13%
Previous 5.97%

Shares

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

Oct 17, 2024
BUY
$77.02 - $85.06 $3.25 Million - $3.58 Million
42,146 Added 22.38%
230,469 $19.5 Million
Q2 2024

Oct 17, 2024
BUY
$75.81 - $80.15 $491,324 - $519,452
6,481 Added 3.56%
188,323 $14.6 Million
Q1 2024

Oct 17, 2024
BUY
$75.25 - $80.63 $13.7 Million - $14.7 Million
181,842 New
181,842 $14.7 Million
Q4 2023

Jan 11, 2024
BUY
$66.9 - $76.32 $68,371 - $77,999
1,022 Added 0.77%
132,983 $10.1 Million
Q3 2023

Oct 26, 2023
BUY
$70.63 - $75.66 $292,408 - $313,232
4,140 Added 3.24%
131,961 $9.34 Million
Q2 2023

Jul 14, 2023
BUY
$69.18 - $73.94 $248,425 - $265,518
3,591 Added 2.89%
127,821 $9.28 Million
Q1 2023

Apr 13, 2023
BUY
$70.28 - $78.03 $103,381 - $114,782
1,471 Added 1.2%
124,230 $9.09 Million
Q4 2022

Jan 13, 2023
BUY
$67.16 - $79.06 $529,086 - $622,834
7,878 Added 6.86%
122,759 $0
Q3 2022

Oct 19, 2022
BUY
$66.43 - $77.87 $2.88 Million - $3.37 Million
43,280 Added 60.45%
114,881 $7.63 Million
Q2 2022

Jul 19, 2022
BUY
$70.31 - $80.24 $5.03 Million - $5.75 Million
71,601 New
71,601 $5.13 Million

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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