Schwab Strategic Tr us dividend eq shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $82k | 3.0k | 27.30 |
| 2025-06-30 | $80k | 3.0k | 26.50 |
| 2024-03-31 | $112k | 1.4k | 80.61 |
More positions owned by Joel R Mogy Investment Counsel
Home Depot (HD)
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Top funds holding Schwab Strategic Tr us dividend eq
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