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

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 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 148,713 shares of SCHG stock, worth $4.21 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
148,713
Previous 44,451 234.55%
Holding current value
$4.21 Million
Previous $4.52 Billion 242.92%
% of portfolio
1.42%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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