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Disclosery

Joule Financial, LLC: SCHM position timeline

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

Joule Financial, LLC held 22,277 SCHM 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 22,277 shares
    Change vs previous 13F -713 shares

    0.22% of the 13F portfolio, value $821,386.

    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 22,990 shares
    Change vs previous 13F -1,899 shares

    0.21% of the 13F portfolio, value $711,786.

    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 24,889 shares
    Change vs previous 13F -201 shares

    0.22% of the 13F portfolio, value $748,406.

    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 25,090 shares
    Change vs previous 13F +211 shares

    0.22% of the 13F portfolio, value $743,687.

    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 24,879 shares
    Change vs previous 13F +120 shares

    0.23% of the 13F portfolio, value $697,849.

    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 24,759 shares
    Change vs previous 13F +182 shares

    0.23% of the 13F portfolio, value $648,678.

    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 24,577 shares
    Change vs previous 13F +16,320 shares

    0.24% of the 13F portfolio, value $681,016.

    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 8,257 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $686,066.

    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).