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

Long Island Wealth Management, Inc.

$193 Billion
Q2 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 170,163 shares of SCHB stock, worth $4.4 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

170,163

Previous 557,063 69.45%

Holding current value

$4.4 Million

Previous $12 Billion 66.19%

% of portfolio

2.11%

Previous 7.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$19.1 - $23.83 $7.39 Million - $9.22 Million	-386,900 Reduced 69.45%	170,163 $4.05 Billion
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

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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