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Disclosery

Joule Financial, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joule Financial, LLC on SCHA, newest first. How the timeline and the estimate are built.

Joule Financial, LLC held 776,769 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 776,769 shares
    Change vs previous 13F -19,932 shares

    7.61% of the 13F portfolio, value $28,064,678.

    13F-HR 0001172661-26-002634 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 796,701 shares
    Change vs previous 13F -5,906 shares

    6.75% of the 13F portfolio, value $23,168,074.

    13F-HR 0001172661-26-001484 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 802,607 shares
    Change vs previous 13F -24,833 shares

    6.85% of the 13F portfolio, value $22,858,258.

    13F-HR 0001172661-26-000225 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 827,440 shares
    Change vs previous 13F +12,538 shares

    6.92% of the 13F portfolio, value $23,085,585.

    13F-HR 0001172661-25-004552 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 814,902 shares
    Change vs previous 13F +155,283 shares

    6.69% of the 13F portfolio, value $20,617,027.

    13F-HR 0001172661-25-002679 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 659,619 shares
    Change vs previous 13F -7,813 shares

    5.42% of the 13F portfolio, value $15,454,880.

    13F-HR 0001172661-25-001487 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 667,432 shares
    Change vs previous 13F +358,898 shares

    6.1% of the 13F portfolio, value $17,259,804.

    13F-HR 0001172661-25-000201 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 308,534 shares
    Change vs previous 13F not available

    5.78% of the 13F portfolio, value $15,889,486.

    13F-HR 0001172661-24-004300 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).