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Disclosery

Joule Financial, LLC: SCHX position timeline

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

Joule Financial, LLC held 35,195 SCHX 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 35,195 shares
    Change vs previous 13F -1,633 shares

    0.28% of the 13F portfolio, value $1,035,810.

    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 36,828 shares
    Change vs previous 13F -5,555 shares

    0.28% of the 13F portfolio, value $944,281.

    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 42,383 shares
    Change vs previous 13F -459 shares

    0.34% of the 13F portfolio, value $1,140,533.

    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 42,842 shares
    Change vs previous 13F -4,459 shares

    0.34% of the 13F portfolio, value $1,128,462.

    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 47,301 shares
    Change vs previous 13F -1,183 shares

    0.38% of the 13F portfolio, value $1,156,038.

    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 48,484 shares
    Change vs previous 13F -234 shares

    0.38% of the 13F portfolio, value $1,070,529.

    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 48,718 shares
    Change vs previous 13F +32,248 shares

    0.4% of the 13F portfolio, value $1,129,273.

    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 16,470 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,117,494.

    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).