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

Long Island Wealth Management, Inc.

$164 Billion
Q1 2025

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 26,923 shares of SCHA stock, worth $695,690. This represents 0.38% of its overall portfolio holdings.

Number of Shares

26,923

Previous 21,930 22.77%

Holding current value

$695,690

Previous $567 Million 11.23%

% of portfolio

0.38%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$23.16 - $27.04 $115,637 - $135,010	4,993 Added 22.77%	26,923 $631 Million
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

1,274

Shares Held

250M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Long Island Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History