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

Joel Isaacson & Co., LLC currently holds 9.0K shares with a market value of $856.2K. It started holding SCHW on 2024-09-30. At its peak, it held 9.0K shares on 2025-09-30. Its highest holding value was $856.2K on 2025-09-30. At its lowest, it held 7.1K shares on 2024-09-30, with a value of $461.6K on 2024-09-30. In the recent 180 days, Joel Isaacson & Co., LLC has increased its shares by 1.6K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 1.8K.