Schwab U S Small Cap ETF shares owned by Joule Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Joule Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 827k | 27.90 |
| 2025-06-30 | $21M | 815k | 25.30 |
| 2025-03-31 | $16M | 660k | 23.43 |
| 2024-12-31 | $17M | 667k | 25.86 |
| 2024-09-30 | $16M | 309k | 51.50 |
| 2024-06-30 | $15M | 306k | 47.61 |
| 2024-03-31 | $15M | 298k | 49.24 |
| 2023-12-31 | $12M | 262k | 47.24 |
| 2023-09-30 | $10M | 249k | 41.42 |
| 2023-06-30 | $10M | 228k | 43.80 |
| 2023-03-31 | $8.8M | 210k | 41.93 |
| 2022-12-31 | $6.3M | 155k | 40.51 |
| 2022-09-30 | $5.2M | 139k | 37.80 |
| 2022-06-30 | $4.9M | 126k | 38.99 |