Long Island Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
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 Tr Us Sml Cp Pwr B (KJAN)
Innovator Etfs Tr Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Fds Health Car Etf (VHT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Fds 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

Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
LPL Financial
Financial Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
Focus Financial Network

View all funds holding Schwab Strategic Tr cmn