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Joel Isaacson & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Joel Isaacson & Co’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$771K Sell
26,193
-519
-2% -$14.8K 0.02% 242
2026
Q1 		$685K Buy
26,712
+7
+0% +$188 0.02% 236
2025
Q4 		$719K Buy
26,705
+26
+0.1% +$694 0.02% 232
2025
Q3 		$703K Sell
26,679
-2,003
-7% -$50.9K 0.03% 222
2025
Q2 		$701K Buy
28,682
+12,484
+77% +$282K 0.03% 209
2025
Q1 		$358K Buy
16,198
+451
+3% +$10.5K 0.02% 284
2024
Q4 		$365K Hold
15,747
– – 0.02% 268
2024
Q3 		$356K Hold
15,747
– – 0.02% 267
2024
Q2 		$337K Hold
15,747
– – 0.02% 257
2024
Q1 		$326K Sell
15,747
-4,950
-24% -$97.4K 0.02% 265
2023
Q4 		$389K Hold
20,697
– – 0.02% 222
2023
Q3 		$349K Buy
20,697
+1,977
+11% +$34.7K 0.02% 225
2023
Q2 		$327K Hold
18,720
– – 0.02% 245
2023
Q1 		$302K Hold
18,720
– – 0.02% 256
2022
Q4 		$282K Hold
18,720
– – 0.02% 256
2022
Q3 		$264K Hold
18,720
– – 0.02% 254
2022
Q2 		$279K Hold
18,720
– – 0.02% 247
2022
Q1 		$325K Hold
18,720
– – 0.02% 241
2021
Q4 		$355K Hold
18,720
– – 0.02% 237
2021
Q3 		$325K Hold
18,720
– – 0.02% 243
2021
Q2 		$324K Buy
+18,720
New +$316K 0.03% 223
2016
Q4 		– Sell
-12,000
Closed -$103K – 695
2016
Q3 		$103K Hold
12,000
– – 0.02% 236
2016
Q2 		$100K Hold
12,000
– – 0.02% 237
2016
Q1 		$98K Hold
12,000
– – 0.02% 244
2015
Q4 		$97K Hold
12,000
– – 0.02% 236
2015
Q3 		$92K Buy
+12,000
New +$97.1K 0.02% 241

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Joel Isaacson & Co reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q2 2026, selling an estimated $14.8K and leaving 26,193 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #242.

Joel Isaacson & Co first reported a position in SCHX in Q3 2015 and has held it in 26 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Joel Isaacson & Co held 26,193 shares of Schwab US Large- Cap ETF worth $771K as of Q2 2026.
  • Joel Isaacson & Co sold 519 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $14.8K.
  • Schwab US Large- Cap ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #242 holding.
  • Joel Isaacson & Co first reported a position in Schwab US Large- Cap ETF in Q3 2015 and has held it in 26 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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