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 47,858 shares of SCHG stock, worth $1.28 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares
47,858
Previous 48,483 1.29%
Holding current value
$1.28 Million
Previous $4.5 Billion 7.36%
% of portfolio
3.4%
Previous 3.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$87.04 - $101.61 $54,400 - $63,506
-625 Reduced 1.29%
47,858 $4.83 Billion
Q1 2024

May 13, 2024

SELL
$80.6 - $93.32 $199,082 - $230,500
-2,470 Reduced 4.85%
48,483 $4.5 Billion
Q4 2023

Feb 14, 2024

BUY
$70.08 - $83.37 $3.57 Million - $4.25 Million
50,953 New
50,953 $4.23 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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