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 28,682 shares of SCHX stock, worth $750,321. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,682
Previous 16,198 77.07%
Holding current value
$750,321
Previous $357,000 96.08%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jul 23, 2025
BUY
$19.6 - $24.44 $244,686 - $305,108
12,484 Added 77.07%
28,682 $700,000
Q1 2025

Apr 24, 2025
BUY
$21.75 - $24.28 $9,809 - $10,950
451 Added 2.86%
16,198 $357,000
Q4 2024

Jan 28, 2025
BUY
$22.4 - $68.28 $235,155 - $716,803
10,498 Added 200.0%
15,747 $365,000
Q1 2024

Apr 29, 2024
SELL
$55.41 - $62.08 $91,426 - $102,432
-1,650 Reduced 23.92%
5,249 $325,000
Q3 2023

Oct 23, 2023
BUY
$50.36 - $54.21 $33,187 - $35,724
659 Added 10.56%
6,899 $349,000
Q1 2022

Apr 21, 2022
BUY
$49.51 - $57.27 $154,471 - $178,682
3,120 Added 100.0%
6,240 $325,000
Q2 2021

Jul 20, 2021
BUY
$48.62 - $52.01 $151,694 - $162,271
3,120 New
3,120 $324,000

Others Institutions Holding SCHX

# of Institutions
1,573
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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