Joule Financial, LLC SCHA Holdings History
Joule Financial, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, Joule Financial, LLC held 814,902.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $20.62 Mil. This investment constitutes 6.69% of their stock portfolio, and Joule Financial, LLC now holds 0.12% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2022Q2. And since then Joule Financial, LLC has made 11 purchases of SCHA, at an average price of $32.29, for a total of 822,715.00 shares. In addition, there have been 1 sales at an average price of $25.49 for 7,813.00 shares. Based on historical transaction data and SCHA's current price of $26.48, Joule Financial, LLC's estimated gain on his SCHA holdings is $-4.79 Mil, reflecting a -18.02% gain to date.
Joule Financial, LLC SCHA ($26.48) Holding Chart
Joule Financial, LLC SCHA ($26.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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