Joel Isaacson & Co., LLC Schwab Strategic Tr Us Large C Transaction History

Joel Isaacson & Co., LLC

  • $2.39 Billion
  • Q2 2025

A detailed history of Joel Isaacson & Co., LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 9,344 shares of SCHV stock, worth $271,069. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,344
Previous 7,658 22.02%
Holding current value
$271,069
Previous $203,000 27.09%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$23.55 - $27.67 $39,705 - $46,651
1,686 Added 22.02%
9,344 $258,000
Q1 2025

Apr 24, 2025
BUY
$25.77 - $27.6 $197,346 - $211,360
7,658 New
7,658 $203,000

Others Institutions Holding SCHV

# of Institutions
961
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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