SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 24,889 Value ($000) $748 Avg Close — Range —
Q3 2025
Shares 25,090 Value ($000) $744 Avg Close — Range —
Q2 2025
Shares 24,879 Value ($000) $698 Avg Close — Range —
Q1 2025
Shares 24,759 Value ($000) $649 Avg Close — Range —
Q4 2024
Shares 24,577 Value ($000) $681 Avg Close — Range —
Q3 2024
Shares 8,257 Value ($000) $686 Avg Close — Range —
Q2 2024
Shares 8,397 Value ($000) $656 Avg Close — Range —
Q1 2024
Shares 8,563 Value ($000) $697 Avg Close — Range —
Q4 2023
Shares 8,569 Value ($000) $645 Avg Close — Range —
Q3 2023
Shares 8,791 Value ($000) $595 Avg Close — Range —
Q2 2023
Shares 8,980 Value ($000) $638 Avg Close — Range —
Q1 2023
Shares 8,981 Value ($000) $609 Avg Close — Range —
Q4 2022
Shares 9,623 Value ($000) $631 Avg Close — Range —
Q3 2022
Shares 9,577 Value ($000) $580 Avg Close — Range —
Q2 2022
Shares 9,857 Value ($000) $618 Avg Close — Range —