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Joel Isaacson & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Joel Isaacson & Co’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2M Buy
63,112
+2,084
+3% +$66.1K 0.06% 142
2026
Q1 		$1.87M Buy
61,028
+18,162
+42% +$551K 0.06% 141
2025
Q4 		$1.18M Buy
42,866
+411
+1% +$11.2K 0.04% 174
2025
Q3 		$1.16M Buy
42,455
+99
+0.2% +$2.7K 0.04% 168
2025
Q2 		$1.12M Sell
42,356
-5,880
-12% -$154K 0.05% 160
2025
Q1 		$1.35M Sell
48,236
-2,607
-5% -$72.7K 0.06% 133
2024
Q4 		$1.39M Buy
50,843
+5,684
+13% +$162K 0.06% 123
2024
Q3 		$1.27M Buy
45,159
+1,956
+5% +$53.3K 0.06% 124
2024
Q2 		$1.12M Buy
43,203
+567
+1% +$14.8K 0.06% 122
2024
Q1 		$1.15M Buy
42,636
+6,546
+18% +$169K 0.06% 125
2023
Q4 		$916K Buy
36,090
+5,460
+18% +$130K 0.06% 132
2023
Q3 		$722K Buy
30,630
+5,373
+21% +$132K 0.05% 146
2023
Q2 		$611K Buy
25,257
+2,286
+10% +$54.6K 0.04% 164
2023
Q1 		$560K Buy
22,971
+1,986
+9% +$49.7K 0.04% 173
2022
Q4 		$528K Buy
20,985
+3,300
+19% +$81.5K 0.04% 172
2022
Q3 		$392K Buy
17,685
+102
+0.6% +$2.48K 0.03% 194
2022
Q2 		$420K Buy
17,583
+102
+0.6% +$2.6K 0.04% 180
2022
Q1 		$458K Buy
17,481
+4,569
+35% +$120K 0.03% 184
2021
Q4 		$348K Buy
12,912
+51
+0.4% +$1.32K 0.02% 241
2021
Q3 		$318K Buy
12,861
+48
+0.4% +$1.22K 0.02% 246
2021
Q2 		$323K Buy
12,813
+42
+0.3% +$1.06K 0.03% 225
2021
Q1 		$310K Buy
12,771
+42
+0.3% +$955 0.03% 213
2020
Q4 		$272K Buy
+12,729
New +$258K 0.03% 208
2017
Q1 		– Sell
-4,800
Closed -$70K – 463
2016
Q4 		$70K Hold
4,800
– – 0.01% 264
2016
Q3 		$68K Hold
4,800
– – 0.01% 283
2016
Q2 		$66K Hold
4,800
– – 0.01% 284
2016
Q1 		$64K Hold
4,800
– – 0.01% 305
2015
Q4 		$62K Buy
4,800
+2,241
+88% +$28.9K 0.02% 300
2015
Q3 		$31K Buy
+2,559
New +$32K 0.01% 407

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Joel Isaacson & Co increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.4% in Q2 2026, buying an estimated $66.1K and bringing the position to 63,112 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #142.

Joel Isaacson & Co first reported a position in SCHD in Q3 2015 and has held it in 29 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Joel Isaacson & Co held 63,112 shares of Schwab US Dividend Equity ETF worth $2M as of Q2 2026.
  • Joel Isaacson & Co bought 2,084 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $66.1K.
  • Schwab US Dividend Equity ETF made up 0.06% of Joel Isaacson & Co's portfolio in Q2 2026, its #142 holding.
  • Joel Isaacson & Co first reported a position in Schwab US Dividend Equity ETF in Q3 2015 and has held it in 29 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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