Leo Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 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 233,164 shares of SCHD stock, worth $6.36 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
233,164
Previous 199,151 17.08%
Holding current value
$6.36 Million
Previous $15.4 Billion 27.82%
% of portfolio
1.8%
Previous 1.57%

Shares

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

Oct 21, 2024
BUY
$77.02 - $85.06 $2.62 Million - $2.89 Million
34,013 Added 17.08%
233,164 $19.7 Billion
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
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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