Leo Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 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 4,394 shares of SCHX stock, worth $283,061. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,394
Previous 5,040
12.82%
Holding current value
$283,061
Previous $312 Million
9.4%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,270Shares Held
428MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.29 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.25 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.83 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$818 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$678 Million24.51% of portfolio