Long Island Wealth Management, Inc. Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 557,063 shares of SCHB stock, worth $13.6 Million. This represents 7.3% of its overall portfolio holdings.

Number of Shares

557,063

Previous 522,931 6.53%

Holding current value

$13.6 Million

Previous $11.9 Billion 1.04%

% of portfolio

7.3%

Previous 7.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$21.23 - $23.75 $724,622 - $810,635	34,132 Added 6.53%	557,063 $12 Billion
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $10.2 Million - $30.8 Million	461,327 Added 748.86%	522,931 $11.9 Billion
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $1,737 - $1,929	29 Added 0.05%	61,604 $4.1 Billion
Q2 2024 Aug 15, 2024	BUY	$57.57 - $63.3 $15,083 - $16,584	262 Added 0.43%	61,575 $3.87 Billion
Q1 2024 May 13, 2024	BUY	$54.61 - $61.05 $176,171 - $196,947	3,226 Added 5.55%	61,313 $3.74 Billion
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $2.77 Million - $3.25 Million	58,087 New	58,087 $3.23 Billion

Others Institutions Holding SCHB

# of Institutions

1,341

Shares Held

495M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Long Island Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History