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Mogy Joel R Investment Counsel’s Schwab US Broad Market ETF SCHB Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Hold
16,398
– – 0.03% 84
2026
Q1 		$412K Hold
16,398
– – 0.03% 83
2025
Q4 		$430K Hold
16,398
– – 0.02% 84
2025
Q3 		$422K Hold
16,398
– – 0.02% 83
2025
Q2 		$391K Buy
+16,398
New +$361K 0.02% 83
2024
Q2 		– Sell
-10,083
Closed -$205K – 117
2024
Q1 		$205K Buy
+10,083
New +$195K 0.01% 99

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

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

Mogy Joel R Investment Counsel held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 16,398 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #84.

Mogy Joel R Investment Counsel first reported a position in SCHB in Q1 2024 and has held it in 6 quarters since. 906 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Mogy Joel R Investment Counsel held 16,398 shares of Schwab US Broad Market ETF worth $475K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #84 holding.
  • Mogy Joel R Investment Counsel first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 6 quarters since.
  • 906 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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