Long Island Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Long Island Wealth Management, Inc.
- $160 Billion
- Q4 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 522,931 shares of SCHB stock, worth $11.1 Million. This represents 7.43% of its overall portfolio holdings.
Number of Shares
522,931
Previous 61,604
748.86%
Holding current value
$11.1 Million
Previous $4.1 Billion
189.68%
% of portfolio
7.43%
Previous 2.69%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
478MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.28 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$253 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$216 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio