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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$391K	Buy	+16,398	New	+$391K	0.02%	83
2024 Q2	–	Sell	-10,083	Closed	-$205K	–	117
2024 Q1	$205K	Buy	+10,083	New	+$205K	0.01%	99