Long Island Wealth Management, Inc. Schwab Strategic Tr Us Small C 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 Small C stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 21,930 shares of SCHA stock, worth $531,144. This represents 0.35% of its overall portfolio holdings.

Number of Shares
21,930
Previous 10,935 100.55%
Holding current value
$531,144
Previous $563 Million 0.7%
% of portfolio
0.35%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$25.33 - $51.16 $278,503 - $562,504
10,995 Added 100.55%
21,930 $567 Million
Q3 2024

Nov 12, 2024
BUY
$46.9 - $51.96 $1,876 - $2,078
40 Added 0.37%
10,935 $563 Million
Q2 2024

Aug 15, 2024
SELL
$45.24 - $49.04 $45 - $49
-1 Reduced 0.01%
10,895 $517 Million
Q1 2024

May 13, 2024
SELL
$44.84 - $49.24 $21,971 - $24,127
-490 Reduced 4.3%
10,896 $536 Million
Q4 2023

Feb 14, 2024
BUY
$38.13 - $48.02 $434,148 - $546,755
11,386 New
11,386 $538 Million

Others Institutions Holding SCHA

# of Institutions
1,250
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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