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

Joel Isaacson & Co., LLC currently holds 42.5K shares with a market value of $1.2M. It started holding SCHD on 2024-09-30. At its peak, it held 50.8K shares on 2024-12-31. Its highest holding value was $1.4M on 2024-12-31. 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 decreased its shares by 5.8K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 27.4K.