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Schwab Strategic Tr sht tm us tres shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres 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 Strategic Tr sht tm us tres by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 59k 24.27

More positions owned by Joel Isaacson & Co

Spdr Series Trust State Street Spd (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)

View all positions for Joel Isaacson & Co

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Sei Investments
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Pnc Financial Services
Moisand Fitzgerald Tamayo
State Street Corporation
Wealthfront Advisers
MCF Advisors
Bangor Savings Bank
LPL Financial
Wells Fargo & Company
Fiduciary Financial Group
LVW Advisors

View all funds holding Schwab Strategic Tr sht tm us tres