Joule Financial, LLC Schwab Strategic Tr Us Emergin Transaction History

Joule Financial, LLC

  • $283 Million
  • Q1 2025

A detailed history of Joule Financial, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Joule Financial, LLC holds 164,717 shares of SCHE stock, worth $4.55 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
164,717
Previous 156,168 5.47%
Holding current value
$4.55 Million
Previous $4.16 Million 9.36%
% of portfolio
1.61%
Previous 1.48%

Shares

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

Apr 11, 2025
BUY
$25.81 - $28.52 $220,649 - $243,817
8,549 Added 5.47%
164,717 $4.55 Million
Q4 2024

Jan 15, 2025
BUY
$26.63 - $30.23 $113,017 - $128,296
4,244 Added 2.79%
156,168 $4.16 Million
Q3 2024

Oct 17, 2024
BUY
$25.45 - $29.53 $171,940 - $199,504
6,756 Added 4.65%
151,924 $4.43 Million
Q2 2024

Oct 17, 2024
SELL
$24.67 - $27.2 $119,600 - $131,865
-4,848 Reduced 3.23%
145,168 $3.86 Million
Q1 2024

Oct 17, 2024
BUY
$23.47 - $25.45 $3.52 Million - $3.82 Million
150,016 New
150,016 $3.79 Million
Q4 2023

Jan 11, 2024
BUY
$23.04 - $24.89 $76,746 - $82,908
3,331 Added 6.54%
54,291 $1.35 Million
Q3 2023

Oct 26, 2023
BUY
$23.83 - $26.11 $127,704 - $139,923
5,359 Added 11.75%
50,960 $1.22 Million
Q2 2023

Jul 14, 2023
BUY
$23.66 - $25.54 $706,156 - $762,266
29,846 Added 189.44%
45,601 $1.12 Million
Q1 2023

Apr 13, 2023
BUY
$23.32 - $26.39 $31,132 - $35,230
1,335 Added 9.26%
15,755 $386,000
Q4 2022

Jan 13, 2023
BUY
$21.59 - $24.95 $43,978 - $50,823
2,037 Added 16.45%
14,420 $0
Q3 2022

Oct 19, 2022
SELL
$22.4 - $25.83 $862,624 - $994,713
-38,510 Reduced 75.67%
12,383 $277,000
Q2 2022

Jul 19, 2022
BUY
$24.51 - $28.87 $1.25 Million - $1.47 Million
50,893 New
50,893 $1.29 Million

Others Institutions Holding SCHE

# of Institutions
835
Shares Held
144M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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