Joel Isaacson & Co., LLC Schwab Strategic Tr Us Broad M Transaction History

Joel Isaacson & Co., LLC

  • $2.18 Billion
  • Q4 2024

A detailed history of Joel Isaacson & Co., LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 30,484 shares of SCHB stock, worth $665,465. This represents 0.03% of its overall portfolio holdings.

Number of Shares
30,484
Previous 10,126 201.05%
Holding current value
$665,465
Previous $673,000 2.67%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $448,079 - $1.36 Million
20,358 Added 201.05%
30,484 $691,000
Q3 2024

Oct 23, 2024
BUY
$59.93 - $66.52 $3,475 - $3,858
58 Added 0.58%
10,126 $673,000
Q1 2024

Apr 29, 2024
BUY
$54.61 - $61.05 $1,692 - $1,892
31 Added 0.31%
10,068 $614,000
Q4 2023

Jan 24, 2024
SELL
$47.61 - $55.91 $50,133 - $58,873
-1,053 Reduced 9.5%
10,037 $558,000
Q3 2023

Oct 23, 2023
BUY
$49.59 - $53.57 $2,925 - $3,160
59 Added 0.53%
11,090 $552,000
Q2 2023

Jul 26, 2023
BUY
$47.08 - $51.7 $1,883 - $2,068
40 Added 0.36%
11,031 $570,000
Q1 2023

Apr 24, 2023
BUY
$44.47 - $49.23 $201,982 - $223,602
4,542 Added 70.43%
10,991 $525,000
Q4 2022

Jan 27, 2023
BUY
$41.94 - $47.81 $1,216 - $1,386
29 Added 0.45%
6,449 $0
Q3 2022

Oct 13, 2022
SELL
$41.99 - $50.63 $52,361 - $63,135
-1,247 Reduced 16.26%
6,420 $270,000
Q2 2022

Jul 15, 2022
BUY
$42.93 - $53.98 $1,287 - $1,619
30 Added 0.39%
7,667 $339,000
Q1 2022

Apr 21, 2022
BUY
$49.15 - $56.85 $219,307 - $253,664
4,462 Added 140.54%
7,637 $394,000
Q4 2021

Jan 19, 2022
SELL
$51.87 - $56.86 $28,061 - $30,761
-541 Reduced 14.56%
3,175 $359,000
Q3 2021

Oct 21, 2021
BUY
$51.32 - $54.83 $615 - $657
12 Added 0.32%
3,716 $386,000
Q2 2021

Jul 20, 2021
BUY
$48.92 - $52.14 $538 - $573
11 Added 0.3%
3,704 $386,000
Q1 2021

Apr 23, 2021
BUY
$44.89 - $48.81 $493 - $536
11 Added 0.3%
3,693 $357,000
Q4 2020

Jan 22, 2021
SELL
$39.03 - $45.5 $5,893 - $6,870
-151 Reduced 3.94%
3,682 $335,000
Q3 2020

Oct 14, 2020
BUY
$36.93 - $42.52 $849 - $977
23 Added 0.6%
3,833 $305,000
Q2 2020

Jul 21, 2020
SELL
$28.84 - $38.49 $36,569 - $48,805
-1,268 Reduced 24.97%
3,810 $280,000
Q1 2020

Apr 21, 2020
BUY
$26.18 - $40.44 $209 - $323
8 Added 0.16%
5,078 $307,000
Q4 2019

Jan 24, 2020
BUY
$34.47 - $38.58 $174,762 - $195,600
5,070 New
5,070 $390,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
423M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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