SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Joule Financial, LLC's Holding History (CIK: 0001929070)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 42,383 Value ($000) $1,141 Avg Close — Range —
Q3 2025
Shares 42,842 Value ($000) $1,128 Avg Close — Range —
Q2 2025
Shares 47,301 Value ($000) $1,156 Avg Close — Range —
Q1 2025
Shares 48,484 Value ($000) $1,071 Avg Close — Range —
Q4 2024
Shares 48,718 Value ($000) $1,129 Avg Close — Range —
Q3 2024
Shares 16,470 Value ($000) $1,117 Avg Close — Range —
Q2 2024
Shares 18,571 Value ($000) $1,197 Avg Close — Range —
Q1 2024
Shares 18,833 Value ($000) $1,169 Avg Close — Range —
Q4 2023
Shares 19,850 Value ($000) $1,120 Avg Close — Range —
Q3 2023
Shares 20,365 Value ($000) $1,030 Avg Close — Range —
Q2 2023
Shares 20,737 Value ($000) $1,086 Avg Close — Range —
Q1 2023
Shares 21,051 Value ($000) $1,018 Avg Close — Range —
Q4 2022
Shares 22,294 Value ($000) $1,007 Avg Close — Range —
Q3 2022
Shares 22,949 Value ($000) $972 Avg Close — Range —
Q2 2022
Shares 23,677 Value ($000) $1,057 Avg Close — Range —