Schwab U S Large Cap Growth ETF shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Joel R Mogy Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59k | 1.8k | 31.91 |
| 2025-06-30 | $55k | 1.9k | 29.21 |
| 2024-03-31 | $46k | 500 | 92.72 |
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Home Depot (HD)
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