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Schwab U S Broad Market ETF shares owned by Joel R Mogy Investment Counsel

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Joel R Mogy Investment Counsel from 13F filings

Historical chart of Joel R Mogy Investment Counsel investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Joel R Mogy Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Joel R Mogy Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 3.4k 61.06

More positions owned by Joel R Mogy Investment Counsel

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
salesforce (CRM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Intuit (INTU)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Palo Alto Networks (PANW)
Home Depot (HD)
IDEXX Laboratories (IDXX)

View all positions for Joel R Mogy Investment Counsel

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF