Schwab Strategic Tr us lrg cap etf shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $337k | 5.2k | 64.25 |
| 2024-03-31 | $326k | 5.2k | 62.06 |
| 2023-12-31 | $389k | 6.9k | 56.40 |
| 2023-09-30 | $349k | 6.9k | 50.60 |
| 2023-06-30 | $327k | 6.2k | 52.37 |
| 2023-03-31 | $302k | 6.2k | 48.37 |
| 2022-12-31 | $282k | 6.2k | 45.15 |
| 2022-09-30 | $264k | 6.2k | 42.31 |
| 2022-06-30 | $279k | 6.2k | 44.71 |
| 2022-03-31 | $325k | 6.2k | 52.08 |
| 2021-12-31 | $355k | 3.1k | 113.78 |
| 2021-09-30 | $325k | 3.1k | 104.17 |
| 2021-06-30 | $324k | 3.1k | 103.85 |
| 2016-09-30 | $103k | 2.0k | 51.50 |
| 2016-06-30 | $100k | 2.0k | 50.00 |
| 2016-03-31 | $98k | 2.0k | 49.00 |
| 2015-12-31 | $97k | 2.0k | 48.50 |
| 2015-09-30 | $92k | 2.0k | 46.00 |
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