Long Island Wealth Management, Inc. Schwab Strategic Tr 1000 Index 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 1000 Index stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 6,800 shares of SCHK stock, worth $219,572. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,800Holding current value
$219,572% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
235Shares Held
73MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.5 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$215 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$132 Million23.81% of portfolio
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Creative Planning Overland Park, KS3.09MShares$99.8 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.44MShares$78.7 Million5.96% of portfolio