Long Island Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Long Island Wealth Management, Inc.
- $205 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,605Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.55 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.2 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$970 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$918 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$890 Million9.79% of portfolio