Long Island Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Long Island Wealth Management, Inc.

  • $152 Billion
  • Q3 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 42,924 shares of SCHM stock, worth $1.25 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
42,924
Previous 9,517 351.02%
Holding current value
$1.25 Million
Previous $741 Million 381.32%
% of portfolio
2.34%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $2.52 Million - $2.78 Million
33,407 Added 351.02%
42,924 $3.57 Billion
Q1 2024

May 13, 2024
BUY
$72.89 - $81.43 $947 - $1,058
13 Added 0.14%
9,517 $775 Million
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $598,847 - $721,828
9,504 New
9,504 $716 Million

Others Institutions Holding SCHM

# of Institutions
956
Shares Held
138M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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