Schwab Strategic Tr us aggregate b shares owned by Joule Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 17k | 23.47 |
| 2025-06-30 | $394k | 17k | 23.24 |
| 2025-03-31 | $409k | 18k | 23.16 |
| 2024-12-31 | $404k | 18k | 22.70 |
| 2024-09-30 | $430k | 9.1k | 47.52 |
| 2024-06-30 | $428k | 9.4k | 45.58 |
| 2024-03-31 | $438k | 9.5k | 46.00 |
| 2023-12-31 | $457k | 9.8k | 46.62 |
| 2023-09-30 | $441k | 10k | 44.23 |
| 2023-06-30 | $498k | 11k | 46.16 |
| 2023-03-31 | $486k | 10k | 46.91 |
| 2022-12-31 | $638k | 14k | 45.65 |
| 2022-09-30 | $703k | 16k | 45.31 |
| 2022-06-30 | $743k | 16k | 47.89 |
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