Mogy Joel R Investment Counsel’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86.6K	Sell	2,398 -733	-23%	-$24.2K	0.01%	112
2026 Q1	$91K	Hold	3,131	–	–	0.01%	105
2025 Q4	$89.2K	Hold	3,131	–	–	﹤0.01%	104
2025 Q3	$87.4K	Sell	3,131 -271	-8%	-$7.25K	﹤0.01%	105
2025 Q2	$86.1K	Buy	+3,402	New	+$80.4K	0.01%	106
2024 Q2	–	Sell	-7,156	Closed	-$176K	–	116
2024 Q1	$176K	Buy	+7,156	New	+$168K	0.01%	101

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Mogy Joel R Investment Counsel's SCHA Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 23% in Q2 2026, selling an estimated $24.2K and leaving 2,398 shares worth $86.6K. The position accounts for 0.01% of the portfolio, ranked #112.

Mogy Joel R Investment Counsel first reported a position in SCHA in Q1 2024 and has held it in 6 quarters since. The position peaked at $176K in Q1 2024. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Mogy Joel R Investment Counsel held 2,398 shares of Schwab U.S Small- Cap ETF worth $86.6K as of Q2 2026.
Mogy Joel R Investment Counsel sold 733 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $24.2K.
Schwab U.S Small- Cap ETF made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #112 holding.
Mogy Joel R Investment Counsel first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 6 quarters since.
Mogy Joel R Investment Counsel's Schwab U.S Small- Cap ETF position peaked at $176K in Q1 2024.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.