Joule Financial, LLC's ownership history for SCHD

Joule Financial, LLC currently holds 819.2K shares with a market value of $22.5M. It started holding SCHD on 2024-09-30. At its peak, it held 819.2K shares on 2025-12-31. Its highest holding value was $22.5M on 2025-12-31. At its lowest, it held 230.5K shares on 2024-09-30, with a value of $19.5M on 2024-09-30. In the recent 180 days, Joule Financial, LLC has increased its shares by 51.2K. In the recent year, Joule Financial, LLC has increased its shares by 86.8K.