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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$47.5K	Buy	+1,943	New	+$47.5K	﹤0.01%	112
2024 Q2	–	Sell	-4,467	Closed	-$92.4K	–	121
2024 Q1	$92.4K	Buy	+4,467	New	+$92.4K	0.01%	108