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Mogy Joel R Investment Counsel’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-223
Closed -$10.1K – 120
2025
Q3 		$10.1K Sell
223
-80
-26% -$3.51K ﹤0.01% 118
2025
Q2 		$12.9K Buy
+303
New +$11.7K ﹤0.01% 121

Other funds holding SCHC

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mogy Joel R Investment Counsel's SCHC Position: Q4 2025 in Review

Mogy Joel R Investment Counsel sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2025, closing a stake of 223 shares — an estimated $10.1K sold.

Mogy Joel R Investment Counsel first reported a position in SCHC in Q2 2025 and held it in 2 quarters. The position peaked at $12.9K in Q2 2025. 492 funds tracked by Wall St. Rank hold SCHC as of Q4 2025.

  • Mogy Joel R Investment Counsel reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 223 Schwab International Small-Cap Equity ETF shares in Q4 2025, an estimated $10.1K.
  • Mogy Joel R Investment Counsel first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and held it in 2 quarters.
  • Mogy Joel R Investment Counsel's Schwab International Small-Cap Equity ETF position peaked at $12.9K in Q2 2025.
  • 492 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q4 2025, filed 30 Jan 2026.