Joel Isaacson & Co., LLC Schwab Strategic U.S. Mid Cap Transaction History

Joel Isaacson & Co., LLC

  • $2.68 Billion
  • Q3 2025

A detailed history of Joel Isaacson & Co., LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 6,763 shares of SCHM stock, worth $199,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,763
Holding current value
$199,305
% of portfolio
0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$28.15 - $30.13 $190,378 - $203,769
6,763 New
6,763 $200,000

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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