Sch Us Mid-cap Etf etf shares owned by Joule Financial
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $744k | 25k | 29.64 |
| 2025-06-30 | $698k | 25k | 28.05 |
| 2025-03-31 | $649k | 25k | 26.20 |
| 2024-12-31 | $681k | 25k | 27.71 |
| 2024-09-30 | $686k | 8.3k | 83.09 |
| 2024-06-30 | $656k | 8.4k | 78.09 |
| 2024-03-31 | $697k | 8.6k | 81.43 |
| 2023-12-31 | $646k | 8.6k | 75.33 |
| 2023-09-30 | $595k | 8.8k | 67.68 |
| 2023-06-30 | $638k | 9.0k | 71.03 |
| 2023-03-31 | $609k | 9.0k | 67.85 |
| 2022-12-31 | $631k | 9.6k | 65.61 |
| 2022-09-30 | $580k | 9.6k | 60.56 |
| 2022-06-30 | $618k | 9.9k | 62.70 |