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Disclosery

Joule Financial, LLC: SCHD position timeline

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

Joule Financial, LLC held 812,806 SCHD 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 812,806 shares
    Change vs previous 13F +1,525 shares

    6.99% of the 13F portfolio, value $25,774,105.

    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 811,281 shares
    Change vs previous 13F -7,887 shares

    7.25% of the 13F portfolio, value $24,890,103.

    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 819,168 shares
    Change vs previous 13F +15,284 shares

    6.73% of the 13F portfolio, value $22,469,787.

    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 803,884 shares
    Change vs previous 13F +35,938 shares

    6.57% of the 13F portfolio, value $21,946,045.

    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 767,946 shares
    Change vs previous 13F +21,177 shares

    6.61% of the 13F portfolio, value $20,350,561.

    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 746,769 shares
    Change vs previous 13F +14,379 shares

    7.33% of the 13F portfolio, value $20,879,675.

    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 732,390 shares
    Change vs previous 13F +501,921 shares

    7.07% of the 13F portfolio, value $20,008,899.

    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 230,469 shares
    Change vs previous 13F not available

    7.09% of the 13F portfolio, value $19,481,553.

    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).