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 16,092 shares of SCHV stock, worth $1.19 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
16,092
Previous 17,252 6.72%
Holding current value
$1.19 Million
Previous $1.21 Billion 1.16%
% of portfolio
0.86%
Previous 0.86%

Shares

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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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