Schwab Strategic Tr us dividend eq shares owned by Joule Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 231k | 84.53 |
| 2024-06-30 | $15M | 188k | 78.58 |
| 2024-03-31 | $15M | 182k | 80.63 |
| 2023-12-31 | $10M | 133k | 76.13 |
| 2023-09-30 | $9.3M | 132k | 70.76 |
| 2023-06-30 | $9.3M | 128k | 72.62 |
| 2023-03-31 | $9.1M | 124k | 73.16 |
| 2022-12-31 | $9.3M | 123k | 75.54 |
| 2022-09-30 | $7.6M | 115k | 66.43 |
| 2022-06-30 | $5.1M | 72k | 71.63 |
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