Leo Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

A detailed history of Leo Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Leo Wealth, LLC holds 630,682 shares of SCHG stock, worth $18 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

630,682

Previous 148,713 324.09%

Holding current value

$18 Million

Previous $15.5 Billion 13.49%

% of portfolio

1.58%

Previous 1.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$25.93 - $105.3 $12.5 Million - $50.8 Million	481,969 Added 324.09%	630,682 $17.6 Billion
Q3 2024 Oct 21, 2024	BUY	$92.63 - $105.69 $9.66 Million - $11 Million	104,262 Added 234.55%	148,713 $15.5 Billion
Q2 2024 Jul 17, 2024	BUY	$87.04 - $101.61 $90,782 - $105,979	1,043 Added 2.4%	44,451 $4.52 Billion
Q1 2024 May 09, 2024	BUY	$80.6 - $93.32 $52,712 - $61,031	654 Added 1.53%	43,408 $4.03 Billion
Q4 2023 Mar 14, 2024	BUY	$70.08 - $83.37 $3 Million - $3.56 Million	42,754 New	42,754 $3.88 Billion

Others Institutions Holding SCHG

# of Institutions

1,380

Shares Held

1.91B

Call Options Held

167K

Put Options Held

96.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Account