Leo Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

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 829,095 shares of SCHD stock, worth $22.1 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

829,095

Previous 29,716 2690.06%

Holding current value

$22.1 Million

Previous $831 Million 2544.39%

% of portfolio

1.71%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$24.32 - $27.87 $19.4 Million - $22.3 Million	799,379 Added 2690.06%	829,095 $22 Billion
Q1 2025 May 02, 2025	SELL	$27.01 - $28.54 $20.7 Million - $21.8 Million	-764,956 Reduced 96.26%	29,716 $831 Million
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $15.1 Million - $47.7 Million	561,508 Added 240.82%	794,672 $21.7 Billion
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

2,002

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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