Long Island Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q2 2024
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 16,091 shares of SCHV stock, worth $1.29 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
16,091
Previous 16,092
0.01%
Holding current value
$1.29 Million
Previous $1.22 Billion
2.53%
% of portfolio
0.84%
Previous 0.86%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.5 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$923 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$893 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$358 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$323 Million0.11% of portfolio