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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$80.6 - $93.32 $199,082 - $230,500
-2,470 Reduced 4.85%
48,483 $4.5 Billion
Q4 2023

Feb 14, 2024

BUY
$70.08 - $83.37 $3.57 Million - $4.25 Million
50,953 New
50,953 $4.23 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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