Schwab Strategic Tr us dividend eq shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 43k | 27.30 |
| 2025-06-30 | $1.1M | 42k | 26.50 |
| 2025-03-31 | $1.3M | 48k | 27.96 |
| 2024-12-31 | $1.4M | 51k | 27.32 |
| 2024-09-30 | $1.3M | 15k | 84.53 |
| 2024-06-30 | $1.1M | 14k | 77.76 |
| 2024-03-31 | $1.1M | 14k | 80.63 |
| 2023-12-31 | $916k | 12k | 76.13 |
| 2023-09-30 | $723k | 10k | 70.76 |
| 2023-06-30 | $611k | 8.4k | 72.62 |
| 2023-03-31 | $560k | 7.7k | 73.16 |
| 2022-12-31 | $528k | 7.0k | 75.54 |
| 2022-09-30 | $392k | 5.9k | 66.50 |
| 2022-06-30 | $420k | 5.9k | 71.66 |
| 2022-03-31 | $458k | 5.8k | 78.60 |
| 2021-12-31 | $348k | 4.3k | 80.86 |
| 2021-09-30 | $318k | 4.3k | 74.18 |
| 2021-06-30 | $323k | 4.3k | 75.63 |
| 2021-03-31 | $310k | 4.3k | 72.82 |
| 2020-12-31 | $272k | 4.2k | 64.11 |
| 2016-12-31 | $70k | 1.6k | 43.75 |
| 2016-09-30 | $68k | 1.6k | 42.50 |
| 2016-06-30 | $66k | 1.6k | 41.25 |
| 2016-03-31 | $64k | 1.6k | 40.00 |
| 2015-12-31 | $62k | 1.6k | 38.75 |
| 2015-09-30 | $31k | 853 | 36.34 |
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