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

Joel Isaacson & Co., LLC

  • $2.07 Billion
  • Q3 2024

A detailed history of Joel Isaacson & Co., LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 15,053 shares of SCHD stock, worth $413,054. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,053
Previous 14,401 4.53%
Holding current value
$413,054
Previous $1.12 Million 13.67%
% of portfolio
0.06%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$77.02 - $85.06 $50,217 - $55,459
652 Added 4.53%
15,053 $1.27 Million
Q2 2024

Jul 23, 2024
BUY
$75.81 - $80.15 $14,328 - $15,148
189 Added 1.33%
14,401 $1.12 Million
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $164,195 - $175,934
2,182 Added 18.14%
14,212 $1.15 Million
Q4 2023

Jan 24, 2024
BUY
$66.9 - $76.32 $121,758 - $138,902
1,820 Added 17.83%
12,030 $915,000
Q3 2023

Oct 23, 2023
BUY
$70.63 - $75.66 $126,498 - $135,507
1,791 Added 21.27%
10,210 $722,000
Q2 2023

Jul 26, 2023
BUY
$69.18 - $73.94 $52,715 - $56,342
762 Added 9.95%
8,419 $611,000
Q1 2023

Apr 24, 2023
BUY
$70.28 - $78.03 $46,525 - $51,655
662 Added 9.46%
7,657 $560,000
Q4 2022

Jan 27, 2023
BUY
$67.16 - $79.06 $73,876 - $86,966
1,100 Added 18.66%
6,995 $0
Q3 2022

Oct 13, 2022
BUY
$66.43 - $77.87 $2,258 - $2,647
34 Added 0.58%
5,895 $392,000
Q2 2022

Jul 15, 2022
BUY
$70.31 - $80.24 $2,390 - $2,728
34 Added 0.58%
5,861 $420,000
Q1 2022

Apr 21, 2022
BUY
$75.14 - $81.94 $114,438 - $124,794
1,523 Added 35.39%
5,827 $458,000
Q4 2021

Jan 19, 2022
BUY
$74.93 - $80.86 $1,273 - $1,374
17 Added 0.4%
4,304 $348,000
Q3 2021

Oct 21, 2021
BUY
$74.23 - $78.13 $1,187 - $1,250
16 Added 0.37%
4,287 $318,000
Q2 2021

Jul 20, 2021
BUY
$73.32 - $77.65 $1,026 - $1,087
14 Added 0.33%
4,271 $323,000
Q1 2021

Apr 23, 2021
BUY
$63.23 - $73.67 $885 - $1,031
14 Added 0.33%
4,257 $310,000
Q4 2020

Jan 22, 2021
BUY
$54.8 - $65.16 $232,516 - $276,473
4,243 New
4,243 $272,000

Others Institutions Holding SCHD

# of Institutions
1,763
Shares Held
277M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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