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

Joule Financial, LLC

  • $332 Million
  • Q3 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 25,090 shares of SCHM stock, worth $731,624. This represents 0.22% of its overall portfolio holdings.

Number of Shares
25,090
Previous 24,879 0.85%
Holding current value
$731,624
Previous $697,000 6.6%
% of portfolio
0.22%
Previous 0.23%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$28.15 - $30.13 $5,939 - $6,357
211 Added 0.85%
25,090 $743,000
Q2 2025

Jul 22, 2025
BUY
$22.92 - $28.05 $2,750 - $3,366
120 Added 0.48%
24,879 $697,000
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
1,059
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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