Joule Financial, LLC Schwab Strategic Tr Intl Divid Transaction History
Joule Financial, LLC
- $333 Million
- Q4 2025
A detailed history of Joule Financial, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Joule Financial, LLC holds 10,032 shares of SCHY stock, worth $291,830. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,032
Previous 9,827
2.09%
Holding current value
$291,830
Previous $274,000
6.2%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
158Shares Held
12.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.27MShares$95.3 Million0.43% of portfolio
-
Summit Asset Management, LLC Memphis, TN635KShares$18.5 Million2.78% of portfolio
-
Hamel Associates, Inc.631KShares$18.3 Million5.42% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ546KShares$15.9 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL429KShares$12.5 Million0.01% of portfolio