Long Island Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Long Island Wealth Management, Inc.

$164 Billion
Q1 2025

A detailed history of Long Island Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 102,292 shares of SCHM stock, worth $2.77 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

102,292

Previous 91,786 11.45%

Holding current value

$2.77 Million

Previous $2.54 Billion 5.37%

% of portfolio

1.63%

Previous 1.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$25.58 - $29.24 $268,743 - $307,195	10,506 Added 11.45%	102,292 $2.68 Billion
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $1.35 Million - $4.06 Million	48,862 Added 113.83%	91,786 $2.54 Billion
Q3 2024 Nov 12, 2024	BUY	$75.47 - $83.18 $2.52 Million - $2.78 Million	33,407 Added 351.02%	42,924 $3.57 Billion
Q1 2024 May 13, 2024	BUY	$72.89 - $81.43 $947 - $1,058	13 Added 0.14%	9,517 $775 Million
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $598,847 - $721,828	9,504 New	9,504 $716 Million

Others Institutions Holding SCHM

# of Institutions

1,005

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Long Island Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History