Schwab U S Small Cap ETF shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $269k | 9.4k | 28.48 |
| 2015-09-30 | $3.0k | 52 | 57.69 |
| 2014-03-31 | $16k | 300 | 53.33 |
| 2013-12-31 | $16k | 300 | 53.33 |
| 2013-09-30 | $14k | 300 | 46.67 |
| 2013-06-30 | $13k | 300 | 43.33 |
| 2013-03-31 | $13k | 300 | 43.33 |
| 2012-12-31 | $11k | 300 | 36.67 |