Mogy Joel R Investment Counsel Inc Schwab Strategic Tr 5 10 Yr C 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 5 10 Yr C stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 53 shares of SCHI stock, worth $1,202. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53Holding current value
$1,202% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
237Shares Held
48.3MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$192 Million4.35% of portfolio
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Envestnet Asset Management Inc7.46MShares$169 Million0.06% of portfolio
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Captrust Financial Advisors Raleigh, NC6.33MShares$144 Million0.37% of portfolio
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Campbell Wealth Management5.68MShares$129 Million11.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.39MShares$54.1 Million0.02% of portfolio