Long Island Wealth Management, Inc. SCHB Holdings History
Long Island Wealth Management, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Long Island Wealth Management, Inc. held 557,063.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $11.99 Mil. This investment constitutes 7.3% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 0.04% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2023Q4. And since then Long Island Wealth Management, Inc. has made 5 purchases of SCHB, at an average price of $25.75, for a total of 557,063.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Long Island Wealth Management, Inc.'s estimated gain on his SCHB holdings is $-848,676.74, reflecting a -5.92% gain to date.
Long Island Wealth Management, Inc. SCHB ($24.23) Holding Chart
Long Island Wealth Management, Inc. SCHB ($24.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
