Joule Financial, LLC SCHD Holdings History
Joule Financial, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Joule Financial, LLC held 767,946.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $20.35 Mil. This investment constitutes 6.61% of their stock portfolio, and Joule Financial, LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q2. And since then Joule Financial, LLC has made 12 purchases of SCHD, at an average price of $33.60, for a total of 767,946.00 shares. Based on historical transaction data and SCHD's current price of $27.34, Joule Financial, LLC's estimated gain on his SCHD holdings is $-4.81 Mil, reflecting a -18.64% gain to date.
Joule Financial, LLC SCHD ($27.34) Holding Chart
Joule Financial, LLC SCHD ($27.34) 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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