Joel Isaacson & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Joel Isaacson & Co’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$269K	Buy
2015 Q4	–	Sell
2015 Q3	$3K	Buy
2014 Q2	–	Sell
2014 Q1	$16K	Hold
2013 Q4	$16K	Hold
2013 Q3	$14K	Hold
2013 Q2	$13K	Buy