Schwab U S Broad Market ETF shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $615k | 10k | 61.05 |
| 2023-12-31 | $559k | 10k | 55.67 |
| 2023-09-30 | $553k | 11k | 49.85 |
| 2023-06-30 | $570k | 11k | 51.70 |
| 2023-03-31 | $526k | 11k | 47.85 |
| 2022-12-31 | $289k | 6.4k | 44.81 |
| 2022-09-30 | $270k | 6.4k | 42.06 |
| 2022-06-30 | $339k | 7.7k | 44.22 |
| 2022-03-31 | $394k | 7.6k | 51.59 |
| 2021-12-31 | $359k | 3.2k | 113.07 |
| 2021-09-30 | $386k | 3.7k | 103.88 |
| 2021-06-30 | $386k | 3.7k | 104.21 |
| 2021-03-31 | $357k | 3.7k | 96.67 |
| 2020-12-31 | $335k | 3.7k | 90.98 |
| 2020-09-30 | $305k | 3.8k | 79.57 |
| 2020-06-30 | $280k | 3.8k | 73.49 |
| 2020-03-31 | $307k | 5.1k | 60.46 |
| 2019-12-31 | $390k | 5.1k | 76.92 |
| 2016-12-31 | $70k | 1.3k | 54.56 |
| 2016-09-30 | $67k | 1.3k | 52.22 |
| 2016-06-30 | $65k | 1.3k | 50.66 |
| 2016-03-31 | $63k | 1.3k | 49.10 |
| 2015-12-31 | $63k | 1.3k | 49.10 |
| 2015-09-30 | $60k | 1.3k | 46.77 |
| 2014-03-31 | $24k | 200 | 120.00 |
| 2013-12-31 | $189k | 4.2k | 44.90 |
| 2013-09-30 | $172k | 4.2k | 41.05 |
| 2013-06-30 | $162k | 4.2k | 39.02 |
| 2013-03-31 | $158k | 4.2k | 38.05 |
| 2012-12-31 | $141k | 4.1k | 34.35 |