Joule Financial, LLC SCHB Holdings History
Joule Financial, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Joule Financial, LLC held 189,787.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $4.52 Mil. This investment constitutes 1.47% of their stock portfolio, and Joule Financial, LLC now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2022Q2. And since then Joule Financial, LLC has made 4 purchases of SCHB, at an average price of $25.80, for a total of 204,459.00 shares. In addition, there have been 8 sales at an average price of $54.99 for 14,672.00 shares. Based on historical transaction data and SCHB's current price of $24.46, Joule Financial, LLC's estimated gain on his SCHB holdings is $172,202.92, reflecting a 3.26% gain to date.
Joule Financial, LLC SCHB ($24.46) Holding Chart
Joule Financial, LLC SCHB ($24.46) 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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