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

Leo Wealth, LLC

$1.12 Trillion
Q4 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 153,416 shares of SCHB stock, worth $3.28 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

153,416

Previous 50,482 203.9%

Holding current value

$3.28 Million

Previous $3.36 Billion 3.71%

% of portfolio

0.31%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.01 - $66.82 $2.27 Million - $6.88 Million	102,934 Added 203.9%	153,416 $3.48 Billion
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

1,265

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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