Leo Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 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 630,682 shares of SCHG stock, worth $16 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

630,682

Previous 148,713 324.09%

Holding current value

$16 Million

Previous $15.5 Billion 13.49%

% of portfolio

1.58%

Previous 1.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$25.93 - $105.3 $12.5 Million - $50.8 Million	481,969 Added 324.09%	630,682 $17.6 Billion
Q3 2024 Oct 21, 2024	BUY	$92.63 - $105.69 $9.66 Million - $11 Million	104,262 Added 234.55%	148,713 $15.5 Billion
Q2 2024 Jul 17, 2024	BUY	$87.04 - $101.61 $90,782 - $105,979	1,043 Added 2.4%	44,451 $4.52 Billion
Q1 2024 May 09, 2024	BUY	$80.6 - $93.32 $52,712 - $61,031	654 Added 1.53%	43,408 $4.03 Billion
Q4 2023 Mar 14, 2024	BUY	$70.08 - $83.37 $3 Million - $3.56 Million	42,754 New	42,754 $3.88 Billion

Others Institutions Holding SCHG

# of Institutions

1,486

Shares Held

711M

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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