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Schwab U S Small Cap ETF shares owned by Joel R Mogy Investment Counsel

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Joel R Mogy Investment Counsel from 13F filings

Historical chart of Joel R Mogy Investment Counsel investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Joel R Mogy Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Joel R Mogy Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $176k 3.6k 49.24

More positions owned by Joel R Mogy Investment Counsel

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
salesforce (CRM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Intuit (INTU)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Palo Alto Networks (PANW)
Home Depot (HD)
IDEXX Laboratories (IDXX)

View all positions for Joel R Mogy Investment Counsel

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Empower Advisory Group
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF