Leo Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Leo Wealth, LLC

  • $980 Billion
  • Q2 2024

A detailed history of Leo Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Leo Wealth, LLC holds 199,151 shares of SCHD stock, worth $16.8 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
199,151
Previous 158,833 25.38%
Holding current value
$16.8 Million
Previous $12.7 Billion 21.09%
% of portfolio
1.57%
Previous 1.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$75.81 - $80.15 $3.06 Million - $3.23 Million
40,318 Added 25.38%
199,151 $15.4 Billion
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $830,459 - $889,832
11,036 Added 7.47%
158,833 $12.7 Billion
Q4 2023

Mar 14, 2024
BUY
$66.9 - $76.32 $9.89 Million - $11.3 Million
147,797 New
147,797 $11.6 Billion

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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