Joule Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Joule Financial’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.46M	Sell	177,609 -63,688	-26%	-$1.67M	1.3%	12
2025 Q4	$6.33M	Buy	241,297 +53,540	+29%	+$1.39M	1.9%	9
2025 Q3	$4.83M	Sell	187,757 -2,030	-1%	-$50.2K	1.45%	12
2025 Q2	$4.52M	Buy	189,787 +146,542	+339%	+$3.23M	1.47%	13
2025 Q1	$931K	Buy	43,245 +1,220	+3%	+$27.8K	0.33%	39
2024 Q4	$954K	Sell	42,025 -842	-2%	-$19.2K	0.34%	40
2024 Q3	$951K	Sell	42,867 -4,653	-10%	-$99.3K	0.35%	39
2024 Q2	$999K	Sell	47,520 -705	-1%	-$14.3K	0.41%	30
2024 Q1	$981K	Sell	48,225 -19,680	-29%	-$381K	0.4%	31
2023 Q4	$1.26M	Sell	67,905 -8,649	-11%	-$149K	0.59%	25
2023 Q3	$1.27M	Sell	76,554 -21	-0%	-$363	0.65%	20
2023 Q2	$1.32M	Sell	76,575 -3,528	-4%	-$57.5K	0.68%	20
2023 Q1	$1.28M	Sell	80,103 -3,798	-5%	-$59.4K	0.69%	20
2022 Q4	$1.25M	Buy	83,901 +4,161	+5%	+$62.5K	0.83%	22
2022 Q3	$1.12M	Sell	79,740 -2,982	-4%	-$46.4K	0.84%	25
2022 Q2	$1.22M	Buy	+82,722	New	+$1.33M	0.95%	22

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return