Long Island Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Long Island Wealth Management, Inc.
- $160 Billion
- Q4 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 91,786 shares of SCHM stock, worth $2.56 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
91,786
Previous 42,924
113.83%
Holding current value
$2.56 Million
Previous $3.57 Billion
28.69%
% of portfolio
1.59%
Previous 2.34%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$798 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$281 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio