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

Leo Wealth, LLC

$980 Billion
Q2 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 2,866 shares of SCHV stock, worth $221,455. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,866

Holding current value

$221,455

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	BUY	$71.74 - $75.86 $205,606 - $217,414	2,866 New	2,866 $211 Million

Others Institutions Holding SCHV

# of Institutions

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$1.44 Billion
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$889 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$860 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$344 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$311 Million
0.11% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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