Long Island Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Long Island Wealth Management, Inc.
- $160 Billion
- Q4 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 91,786 shares of SCHM stock, worth $2.33 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
91,786
Previous 42,924
113.83%
Holding current value
$2.33 Million
Previous $3.57 Billion
28.69%
% of portfolio
1.59%
Previous 2.34%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio