Long Island Wealth Management, Inc. Schwab Strategic Tr Us Emergin Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q1 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 9,188 shares of SCHE stock, worth $245,135. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,188
Previous 9,187
0.01%
Holding current value
$245,135
Previous $228 Million
1.75%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
759Shares Held
235MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.28 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$623 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$531 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$325 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$156 Million0.24% of portfolio