Long Island Wealth Management, Inc. Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 48,530 shares of SCHV stock, worth $1.36 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

48,530

Previous 50,994 4.83%

Holding current value

$1.36 Million

Previous $1.36 Billion 0.93%

% of portfolio

0.7%

Previous 0.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$23.55 - $27.67 $58,027 - $68,178	-2,464 Reduced 4.83%	48,530 $1.34 Billion
Q1 2025 May 13, 2025	BUY	$25.77 - $27.6 $71,125 - $76,176	2,760 Added 5.72%	50,994 $1.36 Billion
Q4 2024 Feb 14, 2025	BUY	$25.79 - $80.4 $828,168 - $2.58 Million	32,112 Added 199.18%	48,234 $1.26 Billion
Q3 2024 Nov 12, 2024	BUY	$73.43 - $80.37 $2,276 - $2,491	31 Added 0.19%	16,122 $1.3 Billion
Q2 2024 Aug 15, 2024	SELL	$71.74 - $75.86 $71 - $75	-1 Reduced 0.01%	16,091 $1.19 Billion
Q1 2024 May 13, 2024	SELL	$68.82 - $75.98 $79,831 - $88,136	-1,160 Reduced 6.72%	16,092 $1.22 Billion
Q4 2023 Feb 14, 2024	BUY	$61.16 - $70.24 $1.06 Million - $1.21 Million	17,252 New	17,252 $1.21 Billion

Others Institutions Holding SCHV

# of Institutions

964

Shares Held

337M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Island Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Long Island Wealth Management, Inc. with notifications on news.

Account

Long Island Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History