Schwab Strategic Tr us lrg cap etf shares owned by Joule Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 20k | 56.40 |
| 2023-09-30 | $1.0M | 20k | 50.60 |
| 2023-06-30 | $1.1M | 21k | 52.37 |
| 2023-03-31 | $1.0M | 21k | 48.37 |
| 2022-12-31 | $1.0M | 22k | 45.15 |
| 2022-09-30 | $972k | 23k | 42.35 |
| 2022-06-30 | $1.1M | 24k | 44.64 |
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