Joule Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Joule Financial, LLC
- $283 Million
- Q1 2025
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 746,769 shares of SCHD stock, worth $19 Million. This represents 7.28% of its overall portfolio holdings.
Number of Shares
746,769
Previous 732,390
1.96%
Holding current value
$19 Million
Previous $20 Million
2.93%
% of portfolio
7.28%
Previous 7.14%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio