Leo Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 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 2,871 shares of SCHV stock, worth $75,765. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,871
Previous 2,866
0.17%
Holding current value
$75,765
Previous $211 Million
9.14%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$514 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$284 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$128 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$112 Million0.81% of portfolio