Joel Isaacson & Co’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $813K | Buy |
8,812
+81
| +0.9% | +$7.39K | 0.02% | 232 |
|
|
2026
Q1 | $820K | Sell |
8,731
-243
| -3% | -$23.8K | 0.03% | 219 |
|
|
2025
Q4 | $897K | Buy |
8,974
+6
| +0.1% | +$569 | 0.03% | 200 |
|
|
2025
Q3 | $856K | Buy |
8,968
+1,506
| +20% | +$143K | 0.03% | 193 |
|
|
2025
Q2 | $681K | Buy |
7,462
+77
| +1% | +$6.45K | 0.03% | 215 |
|
|
2025
Q1 | $578K | Buy |
7,385
+7
| +0.1% | +$549 | 0.03% | 222 |
|
|
2024
Q4 | $546K | Buy |
7,378
+256
| +4% | +$19.2K | 0.02% | 217 |
|
|
2024
Q3 | $462K | Buy |
7,122
+1,299
| +22% | +$85.3K | 0.02% | 235 |
|
|
2024
Q2 | $429K | Buy |
5,823
+826
| +17% | +$61K | 0.02% | 238 |
|
|
2024
Q1 | $361K | Buy |
4,997
+18
| +0.4% | +$1.19K | 0.02% | 251 |
|
|
2023
Q4 | $343K | Buy |
4,979
+28
| +0.6% | +$1.62K | 0.02% | 238 |
|
|
2023
Q3 | $272K | Buy |
4,951
+2
| +0% | +$121 | 0.02% | 257 |
|
|
2023
Q2 | $280K | Sell |
4,949
-723
| -13% | -$37.9K | 0.02% | 266 |
|
|
2023
Q1 | $297K | Buy |
5,672
+189
| +3% | +$13.8K | 0.02% | 260 |
|
|
2022
Q4 | $457K | Buy |
5,483
+30
| +0.6% | +$2.33K | 0.04% | 190 |
|
|
2022
Q3 | $392K | Buy |
5,453
+1,004
| +23% | +$69.7K | 0.03% | 195 |
|
|
2022
Q2 | $281K | Buy |
4,449
+3
| +0.1% | +$207 | 0.02% | 245 |
|
|
2022
Q1 | $333K | Sell |
4,446
-45
| -1% | -$3.96K | 0.02% | 237 |
|
|
2021
Q4 | $378K | Buy |
4,491
+51
| +1% | +$4.13K | 0.03% | 226 |
|
|
2021
Q3 | $323K | Buy |
4,440
+28
| +0.6% | +$2K | 0.02% | 244 |
|
|
2021
Q2 | $321K | Buy |
4,412
+3
| +0.1% | +$212 | 0.03% | 228 |
|
|
2021
Q1 | $287K | Buy |
4,409
+164
| +4% | +$9.94K | 0.03% | 221 |
|
|
2020
Q4 | $225K | Buy |
+4,245
| New | +$192K | 0.02% | 222 |
|
|
2017
Q1 | – | Sell |
-3,610
| Closed | -$142K | – | 465 |
|
|
2016
Q4 | $142K | Hold |
3,610
| – | – | 0.03% | 183 |
|
|
2016
Q3 | $114K | Sell |
3,610
-260
| -7% | -$7.62K | 0.02% | 220 |
|
|
2016
Q2 | $98K | Buy |
3,870
+870
| +29% | +$24.7K | 0.02% | 240 |
|
|
2016
Q1 | $84K | Hold |
3,000
| – | – | 0.02% | 261 |
|
|
2015
Q4 | $99K | Hold |
3,000
| – | – | 0.02% | 233 |
|
|
2015
Q3 | $86K | Hold |
3,000
| – | – | 0.02% | 250 |
|
|
2015
Q2 | $98K | Hold |
3,000
| – | – | 0.03% | 260 |
|
|
2015
Q1 | $91K | Hold |
3,000
| – | – | 0.02% | 269 |
|
|
2014
Q4 | $91K | Hold |
3,000
| – | – | 0.02% | 245 |
|
|
2014
Q3 | $88K | Hold |
3,000
| – | – | 0.03% | 226 |
|
|
2014
Q2 | $81K | Hold |
3,000
| – | – | 0.03% | 238 |
|
|
2014
Q1 | $82K | Hold |
3,000
| – | – | 0.03% | 228 |
|
|
2013
Q4 | $78K | Sell |
3,000
-20,000
| -87% | -$477K | 0.03% | 218 |
|
|
2013
Q3 | $486K | Buy |
23,000
+3,000
| +15% | +$65.2K | 0.2% | 53 |
|
|
2013
Q2 | $425K | Buy |
+20,000
| New | +$370K | 0.2% | 54 |
|
Other funds holding SCHW
Joel Isaacson & Co's SCHW Position: Q2 2026 in Review
Joel Isaacson & Co increased its Charles Schwab (SCHW) stake by 0.93% in Q2 2026, buying an estimated $7.39K and bringing the position to 8,812 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #232.
Joel Isaacson & Co first reported a position in SCHW in Q2 2013 and has held it in 38 quarters since. The position peaked at $897K in Q4 2025. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Joel Isaacson & Co held 8,812 shares of Charles Schwab worth $813K as of Q2 2026.
- Joel Isaacson & Co bought 81 Charles Schwab shares in Q2 2026, an estimated $7.39K.
- Charles Schwab made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #232 holding.
- Joel Isaacson & Co first reported a position in Charles Schwab in Q2 2013 and has held it in 38 quarters since.
- Joel Isaacson & Co's Charles Schwab position peaked at $897K in Q4 2025.
- 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.