Mogy Joel R Investment Counsel Inc Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 3,000 shares of SCHD stock, worth $82,230. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,000
Holding current value
$82,230
% of portfolio
0.0%

Shares

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

Jul 10, 2025
BUY
$24.32 - $27.87 $72,960 - $83,610
3,000 New
3,000 $79,000
Q1 2024

Apr 30, 2024
BUY
$75.25 - $80.63 $104,221 - $111,672
1,385 New
1,385 $111,000

Others Institutions Holding SCHD

# of Institutions
2,015
Shares Held
890M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Mogy Joel R Investment Counsel Inc Portfolio

Follow Mogy Joel R Investment Counsel Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mogy Joel R Investment Counsel Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mogy Joel R Investment Counsel Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email