MJRIC
SCHX icon

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06K Sell
70
-1,374
-95% -$39.2K ﹤0.01% 119
2026
Q1 		$37K Hold
1,444
– – ﹤0.01% 112
2025
Q4 		$38.9K Hold
1,444
– – ﹤0.01% 112
2025
Q3 		$38K Sell
1,444
-499
-26% -$12.7K ﹤0.01% 113
2025
Q2 		$47.5K Buy
+1,943
New +$43.9K ﹤0.01% 112
2024
Q2 		– Sell
-4,467
Closed -$92.4K – 121
2024
Q1 		$92.4K Buy
+4,467
New +$87.9K 0.01% 108

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Mogy Joel R Investment Counsel reduced its Schwab US Large- Cap ETF (SCHX) stake by 95% in Q2 2026, selling an estimated $39.2K and leaving 70 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

Mogy Joel R Investment Counsel first reported a position in SCHX in Q1 2024 and has held it in 6 quarters since. The position peaked at $92.4K in Q1 2024. 1,058 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Mogy Joel R Investment Counsel held 70 shares of Schwab US Large- Cap ETF worth $2.06K as of Q2 2026.
  • Mogy Joel R Investment Counsel sold 1,374 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $39.2K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #119 holding.
  • Mogy Joel R Investment Counsel first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • Mogy Joel R Investment Counsel's Schwab US Large- Cap ETF position peaked at $92.4K in Q1 2024.
  • 1,058 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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