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Schwab Strategic Tr cmn shares owned by Long Island Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Long Island Wealth Management from 13F filings

Historical chart of Long Island Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 16k 74.08
2024-03-31 $1.2M 16k 76.00
2023-12-31 $1.2M 17k 70.08

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 Strategic Tr cmn

Mather Group
Envestnet Asset Management
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Moneta Group Investment Advisors
Mokosak Advisory Group
Rainey & Randall Investment Management
Financial Advisors
Krilogy Financial
HighTower Advisors

View all funds holding Schwab Strategic Tr cmn