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
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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 |
|---|---|---|---|
| 2025-09-30 | $422k | 16k | 25.71 |
| 2025-06-30 | $391k | 16k | 23.83 |
| 2024-03-31 | $205k | 3.4k | 61.06 |
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