Schwab U S Broad Market ETF shares owned by Joule Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Joule Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 23k | 55.67 |
| 2023-09-30 | $1.3M | 26k | 49.85 |
| 2023-06-30 | $1.3M | 26k | 51.70 |
| 2023-03-31 | $1.3M | 27k | 47.85 |
| 2022-12-31 | $1.3M | 28k | 44.81 |
| 2022-09-30 | $1.1M | 27k | 41.99 |
| 2022-06-30 | $1.2M | 28k | 44.21 |