Joule Financial, LLC Schwab Short Term Us Treasury Transaction History

Joule Financial, LLC

  • $332 Million
  • Q3 2025

A detailed history of Joule Financial, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Joule Financial, LLC holds 25,116 shares of SCHO stock, worth $611,574. This represents 0.18% of its overall portfolio holdings.

Number of Shares
25,116
Previous 16,862 48.95%
Holding current value
$611,574
Previous $411,000 48.91%
% of portfolio
0.18%
Previous 0.13%

Shares

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

Nov 03, 2025
BUY
$24.23 - $24.42 $199,994 - $201,562
8,254 Added 48.95%
25,116 $612,000
Q1 2025

Apr 11, 2025
BUY
$24.1 - $24.34 $76,324 - $77,084
3,167 Added 23.13%
16,862 $410,000
Q4 2024

Jan 15, 2025
BUY
$24.06 - $48.88 $329,501 - $669,411
13,695 New
13,695 $329,000
Q3 2022

Oct 19, 2022
BUY
$48.15 - $49.37 $373,162 - $382,617
7,750 New
7,750 $374,000

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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