Long Island Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Long Island Wealth Management, Inc.

  • $142 Billion
  • Q1 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 9,517 shares of SCHM stock, worth $737,567. This represents 0.55% of its overall portfolio holdings.

Number of Shares
9,517
Previous 9,504 0.14%
Holding current value
$737,567
Previous $716 Million 8.24%
% of portfolio
0.55%
Previous 0.51%

Shares

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

May 13, 2024
BUY
$72.89 - $81.43 $947 - $1,058
13 Added 0.14%
9,517 $775 Million
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $598,847 - $721,828
9,504 New
9,504 $716 Million

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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