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Joel Isaacson & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Joel Isaacson & Co’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$898K Buy
31,022
+82
+0.3% +$2.3K 0.03% 214
2026
Q1 		$777K Buy
30,940
+87
+0.3% +$2.28K 0.03% 224
2025
Q4 		$809K Buy
30,853
+96
+0.3% +$2.5K 0.03% 216
2025
Q3 		$791K Buy
30,757
+89
+0.3% +$2.2K 0.03% 205
2025
Q2 		$731K Buy
30,668
+91
+0.3% +$2K 0.03% 204
2025
Q1 		$658K Buy
30,577
+93
+0.3% +$2.12K 0.03% 208
2024
Q4 		$692K Buy
30,484
+106
+0.3% +$2.42K 0.03% 193
2024
Q3 		$674K Buy
30,378
+174
+0.6% +$3.71K 0.03% 182
2024
Q2 		$633K Hold
30,204
– – 0.03% 185
2024
Q1 		$615K Buy
30,204
+93
+0.3% +$1.8K 0.03% 188
2023
Q4 		$559K Sell
30,111
-3,159
-9% -$54.6K 0.03% 180
2023
Q3 		$553K Buy
33,270
+177
+0.5% +$3.06K 0.04% 175
2023
Q2 		$570K Buy
33,093
+120
+0.4% +$1.96K 0.04% 174
2023
Q1 		$526K Buy
32,973
+13,626
+70% +$213K 0.04% 184
2022
Q4 		$289K Buy
19,347
+87
+0.5% +$1.31K 0.02% 247
2022
Q3 		$270K Sell
19,260
-3,741
-16% -$58.2K 0.02% 251
2022
Q2 		$339K Buy
23,001
+90
+0.4% +$1.45K 0.03% 212
2022
Q1 		$394K Buy
22,911
+3,861
+20% +$67.8K 0.03% 216
2021
Q4 		$359K Sell
19,050
-3,246
-15% -$59.7K 0.02% 236
2021
Q3 		$386K Buy
22,296
+72
+0.3% +$1.28K 0.03% 214
2021
Q2 		$386K Buy
22,224
+66
+0.3% +$1.12K 0.03% 207
2021
Q1 		$357K Buy
22,158
+66
+0.3% +$1.04K 0.03% 197
2020
Q4 		$335K Sell
22,092
-906
-4% -$12.9K 0.03% 186
2020
Q3 		$305K Buy
22,998
+138
+0.6% +$1.81K 0.04% 173
2020
Q2 		$280K Sell
22,860
-7,608
-25% -$87.7K 0.04% 167
2020
Q1 		$307K Buy
30,468
+48
+0.2% +$581 0.05% 137
2019
Q4 		$390K Buy
+30,420
New +$373K 0.05% 150
2017
Q1 		– Sell
-7,698
Closed -$70K – 462
2016
Q4 		$70K Hold
7,698
– – 0.01% 263
2016
Q3 		$67K Hold
7,698
– – 0.01% 286
2016
Q2 		$65K Hold
7,698
– – 0.01% 290
2016
Q1 		$63K Hold
7,698
– – 0.01% 310
2015
Q4 		$63K Hold
7,698
– – 0.02% 299
2015
Q3 		$60K Buy
+7,698
New +$63.2K 0.02% 308
2014
Q2 		– Sell
-25,374
Closed -$193K – 586
2014
Q1 		$193K Buy
25,374
+120
+0.5% +$898 0.06% 124
2013
Q4 		$189K Buy
25,254
+114
+0.5% +$820 0.07% 119
2013
Q3 		$172K Buy
25,140
+228
+0.9% +$1.55K 0.07% 117
2013
Q2 		$162K Buy
+24,912
New +$162K 0.08% 107

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Joel Isaacson & Co's SCHB Position: Q2 2026 in Review

Joel Isaacson & Co increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q2 2026, buying an estimated $2.3K and bringing the position to 31,022 shares worth $898K. The position accounts for 0.03% of the portfolio, ranked #214.

Joel Isaacson & Co first reported a position in SCHB in Q2 2013 and has held it in 37 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Joel Isaacson & Co held 31,022 shares of Schwab US Broad Market ETF worth $898K as of Q2 2026.
  • Joel Isaacson & Co bought 82 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.3K.
  • Schwab US Broad Market ETF made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #214 holding.
  • Joel Isaacson & Co first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 37 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.