SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 156,365 Value ($000) $5,121 Avg Close — Range —
Q3 2025
Shares 162,900 Value ($000) $5,436 Avg Close — Range —
Q2 2025
Shares 166,782 Value ($000) $5,027 Avg Close — Range —
Q1 2025
Shares 164,717 Value ($000) $4,541 Avg Close — Range —
Q4 2024
Shares 156,168 Value ($000) $4,159 Avg Close — Range —
Q3 2024
Shares 151,924 Value ($000) $4,433 Avg Close — Range —
Q2 2024
Shares 145,168 Value ($000) $3,861 Avg Close — Range —
Q1 2024
Shares 150,016 Value ($000) $3,788 Avg Close — Range —
Q4 2023
Shares 54,291 Value ($000) $1,346 Avg Close — Range —
Q3 2023
Shares 50,960 Value ($000) $1,220 Avg Close — Range —
Q2 2023
Shares 45,601 Value ($000) $1,123 Avg Close — Range —
Q1 2023
Shares 15,755 Value ($000) $386 Avg Close — Range —
Q4 2022
Shares 14,420 Value ($000) $341 Avg Close — Range —
Q3 2022
Shares 12,383 Value ($000) $277 Avg Close — Range —
Q2 2022
Shares 50,893 Value ($000) $1,292 Avg Close — Range —