Joel Isaacson & Co., LLC's ownership history for SCHD

Joel Isaacson & Co., LLC currently holds 61.0K shares with a market value of $1.9M. It started holding SCHD on 2024-09-30. At its peak, it held 61.0K shares on 2026-03-31. Its highest holding value was $1.9M on 2026-03-31. At its lowest, it held 15.1K shares on 2024-09-30, with a value of $1.1M on 2025-06-30. In the recent 180 days, Joel Isaacson & Co., LLC has increased its shares by 18.6K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 12.8K.