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

Joel Isaacson & Co., LLC currently holds 30.9K shares with a market value of $809.3K. It started holding SCHB on 2024-09-30. At its peak, it held 30.9K shares on 2025-12-31. Its highest holding value was $809.3K on 2025-12-31. At its lowest, it held 10.1K shares on 2024-09-30, with a value of $658.3K on 2025-03-31. In the recent 180 days, Joel Isaacson & Co., LLC has increased its shares by 185. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 369.