Mogy Joel R Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$38K	Sell
2025 Q2	$47.5K	Buy
2024 Q2	–	Sell
2024 Q1	$92.4K	Buy