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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$79.5K	Buy	+3,000	New	+$79.5K	﹤0.01%	107
2024 Q2	–	Sell	-4,155	Closed	-$112K	–	118
2024 Q1	$112K	Buy	+4,155	New	+$112K	0.01%	106