Schwab Strategic Tr us lrg cap etf shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) 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 lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38k | 1.4k | 26.34 |
| 2025-06-30 | $48k | 1.9k | 24.44 |
| 2024-03-31 | $92k | 1.5k | 62.06 |
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