Mogy Joel R Investment Counsel Inc Schwab Strategic Tr Us Broad M Transaction History
Mogy Joel R Investment Counsel Inc
- $1.72 Billion
- Q2 2025
A detailed history of Mogy Joel R Investment Counsel Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 16,398 shares of SCHB stock, worth $403,226. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,398Holding current value
$403,226% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,326Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.44 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$424 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$324 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA11.9MShares$293 Million3.28% of portfolio
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Evensky & Katz LLC8.78MShares$216 Million12.78% of portfolio