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Schwab U S Small Cap ETF shares owned by Long Island Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Long Island Wealth Management from 13F filings

Historical chart of Long Island Wealth Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Long Island Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $517k 11k 47.45
2024-03-31 $536k 11k 49.19
2023-12-31 $538k 11k 47.25

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Management
Bank of America Corporation
Empower Advisory Group
Goldman Sachs Group
International Assets Investment Management
Creative Planning
Strategic Financial Concepts
Envestnet Asset Management
Advisory Alpha
HPM Partners
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF