Schwab U S Small Cap ETF shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap 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 Small Cap ETF by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $89k | 3.1k | 28.48 |
| 2025-09-30 | $87k | 3.1k | 27.90 |
| 2025-06-30 | $86k | 3.4k | 25.30 |
| 2024-03-31 | $176k | 3.6k | 49.24 |
More positions owned by Joel R Mogy Investment Counsel
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