Joule Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Joule Financial, LLC

$283 Million
Q1 2025

A detailed history of Joule Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Joule Financial, LLC holds 39,406 shares of SCHV stock, worth $1.04 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

39,406

Previous 36,996 6.51%

Holding current value

$1.04 Million

Previous $964,000 7.57%

% of portfolio

0.37%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$25.77 - $27.6 $62,105 - $66,516	2,410 Added 6.51%	39,406 $1.04 Million
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $693,157 - $2.16 Million	26,877 Added 265.61%	36,996 $964,000
Q3 2024 Oct 17, 2024	SELL	$73.43 - $80.37 $115,138 - $126,020	-1,568 Reduced 13.42%	10,119 $813,000
Q2 2024 Oct 17, 2024	SELL	$71.74 - $75.86 $11,119 - $11,758	-155 Reduced 1.31%	11,687 $865,000
Q1 2024 Oct 17, 2024	BUY	$68.82 - $75.98 $814,966 - $899,755	11,842 New	11,842 $899,000
Q4 2023 Jan 11, 2024	BUY	$61.16 - $70.24 $10,274 - $11,800	168 Added 1.49%	11,423 $800,000
Q3 2023 Oct 26, 2023	SELL	$64.45 - $69.39 $10,054 - $10,824	-156 Reduced 1.37%	11,255 $725,000
Q2 2023 Jul 14, 2023	SELL	$63.33 - $67.21 $14,755 - $15,659	-233 Reduced 2.0%	11,411 $765,000
Q1 2023 Apr 13, 2023	BUY	$62.59 - $69.3 $250 - $277	4 Added 0.03%	11,644 $763,000
Q4 2022 Jan 13, 2023	SELL	$59.13 - $69.24 $946 - $1,107	-16 Reduced 0.14%	11,640 $0
Q3 2022 Oct 19, 2022	SELL	$58.51 - $69.02 $11,409 - $13,458	-195 Reduced 1.65%	11,656 $682,000
Q2 2022 Jul 19, 2022	BUY	$60.93 - $72.3 $722,081 - $856,827	11,851 New	11,851 $740,000

Others Institutions Holding SCHV

# of Institutions

890

Shares Held

328M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Joule Financial, LLC Schwab Strategic Tr Us Large C Transaction History