Long Island Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Long Island Wealth Management, Inc.

  • $205 Billion
  • Q3 2025

A detailed history of Long Island Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 47,620 shares of SCHV stock, worth $1.38 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
47,620
Previous 48,530 1.88%
Holding current value
$1.38 Million
Previous $1.34 Billion 3.23%
% of portfolio
0.67%
Previous 0.7%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$27.61 - $29.15 $25,125 - $26,526
-910 Reduced 1.88%
47,620 $1.39 Billion
Q2 2025

Aug 12, 2025
SELL
$23.55 - $27.67 $58,027 - $68,178
-2,464 Reduced 4.83%
48,530 $1.34 Billion
Q1 2025

May 13, 2025
BUY
$25.77 - $27.6 $71,125 - $76,176
2,760 Added 5.72%
50,994 $1.36 Billion
Q4 2024

Feb 14, 2025
BUY
$25.79 - $80.4 $828,168 - $2.58 Million
32,112 Added 199.18%
48,234 $1.26 Billion
Q3 2024

Nov 12, 2024
BUY
$73.43 - $80.37 $2,276 - $2,491
31 Added 0.19%
16,122 $1.3 Billion
Q2 2024

Aug 15, 2024
SELL
$71.74 - $75.86 $71 - $75
-1 Reduced 0.01%
16,091 $1.19 Billion
Q1 2024

May 13, 2024
SELL
$68.82 - $75.98 $79,831 - $88,136
-1,160 Reduced 6.72%
16,092 $1.22 Billion
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $1.06 Million - $1.21 Million
17,252 New
17,252 $1.21 Billion

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
358M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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