Mogy Joel R Investment Counsel Inc Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 1,444 shares of SCHX stock, worth $38,323. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,444
Previous 1,943 25.68%
Holding current value
$38,323
Previous $47,000 19.15%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2025
SELL
$24.46 - $26.5 $12,205 - $13,223
-499 Reduced 25.68%
1,444 $38,000
Q2 2025

Jul 10, 2025
BUY
$19.6 - $24.44 $38,082 - $47,486
1,943 New
1,943 $47,000
Q1 2024

Apr 30, 2024
BUY
$55.41 - $62.08 $82,505 - $92,437
1,489 New
1,489 $92,000

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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