Schwab U S Broad Market ETF shares owned by Long Island Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Long Island Wealth Management
from 13F filings
Historical chart of Long Island Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Long Island Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 170k | 25.71 |
| 2025-06-30 | $4.1M | 170k | 23.83 |
| 2025-03-31 | $12M | 557k | 21.53 |
| 2024-12-31 | $12M | 523k | 22.70 |
| 2024-09-30 | $4.1M | 62k | 66.52 |
| 2024-06-30 | $3.9M | 62k | 62.87 |
| 2024-03-31 | $3.7M | 61k | 61.05 |
| 2023-12-31 | $3.2M | 58k | 55.68 |
More positions owned by Long Island Wealth Management
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