Schwab Strategic Tr cmn shares owned by Joule Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 39k | 29.11 |
| 2025-06-30 | $1.1M | 40k | 27.67 |
| 2025-03-31 | $1.0M | 39k | 26.58 |
| 2024-12-31 | $965k | 37k | 26.07 |
| 2024-09-30 | $813k | 10k | 80.37 |
| 2024-06-30 | $871k | 12k | 74.52 |
| 2024-03-31 | $900k | 12k | 75.98 |
| 2023-12-31 | $801k | 11k | 70.10 |
| 2023-09-30 | $726k | 11k | 64.46 |
| 2023-06-30 | $766k | 11k | 67.09 |
| 2023-03-31 | $764k | 12k | 65.58 |
| 2022-12-31 | $769k | 12k | 66.02 |
| 2022-09-30 | $682k | 12k | 58.51 |
| 2022-06-30 | $740k | 12k | 62.44 |