Joule Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Joule Financial, LLC

$283 Million
Q1 2025

A detailed history of Joule Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Joule Financial, LLC holds 24,759 shares of SCHM stock, worth $647,943. This represents 0.23% of its overall portfolio holdings.

Number of Shares

24,759

Previous 24,577 0.74%

Holding current value

$647,943

Previous $681,000 4.99%

% of portfolio

0.23%

Previous 0.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$25.58 - $29.24 $4,655 - $5,321	182 Added 0.74%	24,759 $647,000
Q4 2024 Jan 15, 2025	BUY	$27.54 - $83.04 $449,452 - $1.36 Million	16,320 Added 197.65%	24,577 $681,000
Q3 2024 Oct 17, 2024	SELL	$75.47 - $83.18 $10,565 - $11,645	-140 Reduced 1.67%	8,257 $686,000
Q2 2024 Oct 17, 2024	SELL	$75.69 - $81.19 $12,564 - $13,477	-166 Reduced 1.94%	8,397 $653,000
Q1 2024 Oct 17, 2024	BUY	$72.89 - $81.43 $624,157 - $697,285	8,563 New	8,563 $697,000
Q4 2023 Jan 11, 2024	SELL	$63.01 - $75.95 $13,988 - $16,860	-222 Reduced 2.53%	8,569 $645,000
Q3 2023 Oct 26, 2023	SELL	$66.75 - $73.98 $12,615 - $13,982	-189 Reduced 2.1%	8,791 $594,000
Q2 2023 Jul 14, 2023	SELL	$65.29 - $71.03 $65 - $71	-1 Reduced 0.01%	8,980 $637,000
Q1 2023 Apr 13, 2023	SELL	$64.24 - $73.9 $41,242 - $47,443	-642 Reduced 6.67%	8,981 $609,000
Q4 2022 Jan 13, 2023	BUY	$61.05 - $69.94 $2,808 - $3,217	46 Added 0.48%	9,623 $0
Q3 2022 Oct 19, 2022	SELL	$60.5 - $72.51 $16,940 - $20,302	-280 Reduced 2.84%	9,577 $580,000
Q2 2022 Jul 19, 2022	BUY	$60.91 - $76.4 $600,389 - $753,074	9,857 New	9,857 $618,000

Others Institutions Holding SCHM

# of Institutions

1,008

Shares Held

273M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Joule Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joule Financial, LLC with notifications on news.

Account

Joule Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History