LIWM
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Long Island Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Long Island Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-27
Closed -$1K – 336
2023
Q4 		$1K Buy
+27
New +$474 ﹤0.01% 403

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HSA
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SFG
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Long Island Wealth Management's SCHX Position: Q1 2024 in Review

Long Island Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 27 shares — an estimated $1K sold.

Long Island Wealth Management first reported a position in SCHX in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

  • Long Island Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 27 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $1K.
  • Long Island Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Schwab US Large- Cap ETF position peaked at $1K in Q4 2023.
  • 1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.