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Schwab Emerging Markets Equity ETF shares owned by Joule Financial

Quarter-by-quarter ownership of Schwab Emerging Markets Equity ETF (SCHE) shares owned by Joule Financial from 13F filings

Historical chart of Joule Financial investment in Schwab Emerging Markets Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Emerging Markets Equity 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 Emerging Markets Equity ETF by Joule Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 152k 29.18
2024-06-30 $3.9M 145k 26.60
2024-03-31 $3.8M 150k 25.25
2023-12-31 $1.3M 54k 24.79
2023-09-30 $1.2M 51k 23.94
2023-06-30 $1.1M 46k 24.63
2023-03-31 $386k 16k 24.52
2022-12-31 $341k 14k 23.67
2022-09-30 $277k 12k 22.37
2022-06-30 $1.3M 51k 25.39

More positions owned by Joule Financial

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Consum Stp Etf (VDC)
Vanguard World Financials Etf (VFH)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Joule Financial

Top funds holding Schwab Emerging Markets Equity ETF

Creative Planning
Financial Engines Advisors L.L.C
HighTower Advisors
Us Bancorp
SageView Advisory Group
Envestnet Asset Management
Wealth Enhancement Advisory Services
Morgan Stanley
Rebalance
Mather Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Orgel Wealth Management
Moneta Group Investment Advisors
Heartwood Wealth Advisors

View all funds holding Schwab Emerging Markets Equity ETF