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

Long Island Wealth Management, Inc.

  • $142 Billion
  • Q1 2024

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 61,313 shares of SCHB stock, worth $3.93 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
61,313
Previous 58,087 5.55%
Holding current value
$3.93 Million
Previous $3.23 Billion 15.74%
% of portfolio
2.64%
Previous 2.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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