Leo Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

A detailed history of Leo Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Leo Wealth, LLC holds 50,482 shares of SCHB stock, worth $1.16 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
50,482
Previous 50,429 0.11%
Holding current value
$1.16 Million
Previous $3.17 Billion 5.78%
% of portfolio
0.31%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$59.93 - $66.52 $3,176 - $3,525
53 Added 0.11%
50,482 $3.36 Billion
Q2 2024

Jul 17, 2024
BUY
$57.57 - $63.3 $27,979 - $30,763
486 Added 0.97%
50,429 $3.17 Billion
Q1 2024

May 09, 2024
SELL
$54.61 - $61.05 $1,692 - $1,892
-31 Reduced 0.06%
49,943 $3.04 Billion
Q4 2023

Mar 14, 2024
BUY
$47.61 - $55.91 $2.38 Million - $2.79 Million
49,974 New
49,974 $2.97 Billion

Others Institutions Holding SCHB

# of Institutions
1,162
Shares Held
170M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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