JF
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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
Q2 		$5.06M Sell
174,664
-2,945
-2% -$82.4K 1.37% 12
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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Joule Financial's SCHB Position: Q2 2026 in Review

Joule Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q2 2026, selling an estimated $82.4K and leaving 174,664 shares worth $5.06M. The position accounts for 1.37% of the portfolio, ranked #12.

Joule Financial first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.33M in Q4 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Joule Financial held 174,664 shares of Schwab US Broad Market ETF worth $5.06M as of Q2 2026.
  • Joule Financial sold 2,945 Schwab US Broad Market ETF shares in Q2 2026, an estimated $82.4K.
  • Schwab US Broad Market ETF made up 1.37% of Joule Financial's portfolio in Q2 2026, its #12 holding.
  • Joule Financial first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Schwab US Broad Market ETF position peaked at $6.33M in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.