Leo Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Leo Wealth, LLC
- $977 Billion
- Q1 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 43,408 shares of SCHG stock, worth $4.53 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
43,408
Previous 42,754
1.53%
Holding current value
$4.53 Million
Previous $3.88 Billion
3.93%
% of portfolio
0.41%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$949 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$938 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$908 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$514 Million1.05% of portfolio