Long Island Wealth Management, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 48,483 shares of SCHG stock, worth $5.07 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
48,483
Previous 50,953
4.85%
Holding current value
$5.07 Million
Previous $4.23 Billion
6.34%
% of portfolio
3.17%
Previous 3.01%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$950 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$939 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$909 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$515 Million1.05% of portfolio