Mogy Joel R Investment Counsel Inc Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 16,398 shares of SCHB stock, worth $423,396. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,398
Previous 16,398 -0.0%
Holding current value
$423,396
Previous $390,000 7.95%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$19.1 - $23.83 $313,201 - $390,764
16,398 New
16,398 $390,000
Q1 2024

Apr 30, 2024
BUY
$54.61 - $61.05 $183,544 - $205,189
3,361 New
3,361 $205,000

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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