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Disclosery

Joule Financial, LLC: SCHF position timeline

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

Joule Financial, LLC held 12,724 SCHF 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 12,724 shares
    Change vs previous 13F -8,044 shares

    0.1% of the 13F portfolio, value $352,455.

    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 20,768 shares
    Change vs previous 13F -2,662 shares

    0.15% of the 13F portfolio, value $514,010.

    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 23,430 shares
    Change vs previous 13F -3,120 shares

    0.17% of the 13F portfolio, value $563,247.

    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 26,550 shares
    Change vs previous 13F -1,082 shares

    0.19% of the 13F portfolio, value $618,099.

    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 27,632 shares
    Change vs previous 13F -317 shares

    0.2% of the 13F portfolio, value $610,678.

    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 27,949 shares
    Change vs previous 13F +206 shares

    0.19% of the 13F portfolio, value $552,824.

    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 27,743 shares
    Change vs previous 13F +15,957 shares

    0.18% of the 13F portfolio, value $513,254.

    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 11,786 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $484,644.

    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).