Long Island Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Long Island Wealth Management, Inc.
- $152 Billion
- Q3 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 61,604 shares of SCHB stock, worth $1.44 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
61,604
Previous 61,575
0.05%
Holding current value
$1.44 Million
Previous $3.87 Billion
5.86%
% of portfolio
2.69%
Previous 2.73%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
279MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio