Position in SCHW
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$820,539
-$76,053 QoQ
Shares Held
8,731
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Joel Isaacson & Co., LLC holds $19,315,541 across 8 Capital Markets names. SCHW ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,899 | $8,374,455 | |
| 2 | MS |
Morgan Stanley
|
47,621 | $7,836,987 | |
| 3 | SCHW |
Schwab Charles Corp
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|
8,731 | $820,539 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
19,878 | $820,365 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,971 | $668,754 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
7,028 | $487,040 | |
| 7 | EVR |
Evercore Inc.
|
1,023 | $305,375 | |
| 8 | ABTC |
American Bitcoin Corp.
|
32,899 | $2,026 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $820,539 | 8,731 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $896,592 | 8,974 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $856,174 | 8,968 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $680,832 | 7,462 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $578,097 | 7,385 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $546,045 | 7,378 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $461,576 | 7,122 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $429,096 | 5,823 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $361,482 | 4,997 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $342,555 | 4,979 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $271,809 | 4,951 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $280,509 | 4,949 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $297,099 | 5,672 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $456,514 | 5,483 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $391,907 | 5,453 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $281,087 | 4,449 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $374,842 | 4,446 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $377,693 | 4,491 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $323,409 | 4,440 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $321,237 | 4,412 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $287,378 | 4,409 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $225,154 | 4,245 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||