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

Long Island Wealth Management, Inc.

$211 Billion
Q4 2025

A detailed history of Long Island Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 28,869 shares of SCHA stock, worth $791,876. This represents 0.39% of its overall portfolio holdings.

Number of Shares

28,869

Previous 31,051 7.03%

Holding current value

$791,876

Previous $866 Million 5.09%

% of portfolio

0.39%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$27.17 - $28.65 $59,284 - $62,514	-2,182 Reduced 7.03%	28,869 $822 Million
Q3 2025 Nov 06, 2025	BUY	$25.29 - $28.33 $177 - $198	7 Added 0.02%	31,051 $866 Million
Q2 2025 Aug 12, 2025	BUY	$20.42 - $25.3 $84,150 - $104,261	4,121 Added 15.31%	31,044 $785 Million
Q1 2025 May 13, 2025	BUY	$23.16 - $27.04 $115,637 - $135,010	4,993 Added 22.77%	26,923 $631 Million
Q4 2024 Feb 14, 2025	BUY	$25.33 - $51.16 $278,503 - $562,504	10,995 Added 100.55%	21,930 $567 Million

Q3 2024 Nov 12, 2024	BUY	$46.9 - $51.96 $1,876 - $2,078	40 Added 0.37%	10,935 $563 Million
Q2 2024 Aug 15, 2024	SELL	$45.24 - $49.04 $45 - $49	-1 Reduced 0.01%	10,895 $517 Million
Q1 2024 May 13, 2024	SELL	$44.84 - $49.24 $21,971 - $24,127	-490 Reduced 4.3%	10,896 $536 Million
Q4 2023 Feb 14, 2024	BUY	$38.13 - $48.02 $434,148 - $546,755	11,386 New	11,386 $538 Million

Others Institutions Holding SCHA

# of Institutions

1,333

Shares Held

262M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Long Island Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History