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

Joel Isaacson & Co., LLC

$2.68 Billion
Q3 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 26,679 shares of SCHX stock, worth $708,060. This represents 0.03% of its overall portfolio holdings.

Number of Shares

26,679

Previous 28,682 6.98%

Holding current value

$708,060

Previous $700,000 0.29%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$24.46 - $26.5 $48,993 - $53,079	-2,003 Reduced 6.98%	26,679 $702,000
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

1,632

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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