Mogy Joel R Investment Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$95.1K	Hold	3,000	–	–	0.01%	111
2026 Q1	$92K	Hold	3,000	–	–	0.01%	103
2025 Q4	$82.3K	Hold	3,000	–	–	﹤0.01%	107
2025 Q3	$81.9K	Hold	3,000	–	–	﹤0.01%	108
2025 Q2	$79.5K	Buy	+3,000	New	+$78.3K	﹤0.01%	107
2024 Q2	–	Sell	-4,155	Closed	-$112K	–	118
2024 Q1	$112K	Buy	+4,155	New	+$107K	0.01%	106

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Mogy Joel R Investment Counsel held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 3,000 shares worth $95.1K. The position accounts for 0.01% of the portfolio, ranked #111.

Mogy Joel R Investment Counsel first reported a position in SCHD in Q1 2024 and has held it in 6 quarters since. The position peaked at $112K in Q1 2024. 1,249 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mogy Joel R Investment Counsel held 3,000 shares of Schwab US Dividend Equity ETF worth $95.1K as of Q2 2026.
Mogy Joel R Investment Counsel left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #111 holding.
Mogy Joel R Investment Counsel first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 6 quarters since.
Mogy Joel R Investment Counsel's Schwab US Dividend Equity ETF position peaked at $112K in Q1 2024.
1,249 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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