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
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Quarterly reported holdings in Schwab U S Broad Market ETF by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 188k | 25.71 |
| 2025-06-30 | $4.5M | 190k | 23.83 |
| 2025-03-31 | $931k | 43k | 21.53 |
| 2024-12-31 | $954k | 42k | 22.70 |
| 2024-09-30 | $951k | 14k | 66.52 |
| 2024-06-30 | $999k | 16k | 63.07 |
| 2024-03-31 | $981k | 16k | 61.05 |
| 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 |