Mogy Joel R Investment Counsel Inc Schwab Strategic Tr Us Small C Transaction History

Mogy Joel R Investment Counsel Inc

  • $1.81 Billion
  • Q3 2025

A detailed history of Mogy Joel R Investment Counsel Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 3,131 shares of SCHA stock, worth $85,883. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,131
Previous 3,402 7.97%
Holding current value
$85,883
Previous $86,000 1.16%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$25.29 - $28.33 $6,853 - $7,677
-271 Reduced 7.97%
3,131 $87,000
Q2 2025

Jul 10, 2025
BUY
$20.42 - $25.3 $69,468 - $86,070
3,402 New
3,402 $86,000
Q1 2024

Apr 30, 2024
BUY
$44.84 - $49.24 $160,437 - $176,180
3,578 New
3,578 $176,000

Others Institutions Holding SCHA

# of Institutions
1,322
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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