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

Joel Isaacson & Co., LLC

$2.17 Billion
Q1 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 7,658 shares of SCHV stock, worth $197,499. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,658

Holding current value

$197,499

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

909

Shares Held

331M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

55.4M
Shares

$1.43 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$851 Million
10.21% of portfolio
Envestnet Asset Management Inc

16.5M
Shares

$425 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$261 Million
0.66% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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