Charles Schwab Corporation shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $429k | 5.8k | 73.69 |
| 2024-03-31 | $362k | 5.0k | 72.33 |
| 2023-12-31 | $343k | 5.0k | 68.80 |
| 2023-09-30 | $272k | 5.0k | 54.90 |
| 2023-06-30 | $281k | 4.9k | 56.68 |
| 2023-03-31 | $297k | 5.7k | 52.38 |
| 2022-12-31 | $457k | 5.5k | 83.27 |
| 2022-09-30 | $392k | 5.5k | 71.89 |
| 2022-06-30 | $281k | 4.4k | 63.16 |
| 2022-03-31 | $333k | 4.4k | 74.90 |
| 2021-12-31 | $378k | 4.5k | 84.17 |
| 2021-09-30 | $323k | 4.4k | 72.75 |
| 2021-06-30 | $321k | 4.4k | 72.76 |
| 2021-03-31 | $287k | 4.4k | 65.09 |
| 2020-12-31 | $225k | 4.2k | 53.00 |
| 2016-12-31 | $142k | 3.6k | 39.34 |
| 2016-09-30 | $114k | 3.6k | 31.58 |
| 2016-06-30 | $98k | 3.9k | 25.32 |
| 2016-03-31 | $84k | 3.0k | 28.00 |
| 2015-12-31 | $99k | 3.0k | 33.00 |
| 2015-09-30 | $86k | 3.0k | 28.67 |
| 2015-06-30 | $98k | 3.0k | 32.67 |
| 2015-03-31 | $91k | 3.0k | 30.33 |
| 2014-12-31 | $91k | 3.0k | 30.33 |
| 2014-09-30 | $88k | 3.0k | 29.33 |
| 2014-06-30 | $81k | 3.0k | 27.00 |
| 2014-03-31 | $115k | 920 | 125.00 |
| 2013-12-31 | $78k | 3.0k | 26.00 |
| 2013-09-30 | $486k | 23k | 21.13 |
| 2013-06-30 | $425k | 20k | 21.25 |
| 2013-03-31 | $354k | 20k | 17.70 |
| 2012-12-31 | $287k | 20k | 14.35 |