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

Joel Isaacson & Co., LLC currently holds 8.7K shares with a market value of $820.5K. It started holding SCHW on 2024-09-30. At its peak, it held 9.0K shares on 2025-12-31. Its highest holding value was $896.6K on 2025-12-31. 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 decreased its shares by 237. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 1.3K.