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

Joel Isaacson & Co., LLC currently holds 7.4K shares with a market value of $224.7K. It started holding SCHV on 2025-03-31. At its peak, it held 9.3K shares on 2025-06-30. Its highest holding value was $276.7K on 2025-12-31. At its lowest, it held 7.4K shares on 2026-03-31, with a value of $203.5K on 2025-03-31. In the recent 180 days, Joel Isaacson & Co., LLC has decreased its shares by 2.0K. In the recent year, Joel Isaacson & Co., LLC has decreased its shares by 291.