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 16,053 shares of SCHX stock, worth $381,258. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,053
Previous 3,835 318.59%
Holding current value
$381,258
Previous $260 Million 43.01%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$22.4 - $68.28 $273,683 - $834,245
12,218 Added 318.59%
16,053 $372 Million
Q3 2024

Oct 21, 2024
SELL
$61.11 - $67.85 $34,160 - $37,928
-559 Reduced 12.72%
3,835 $260 Million
Q2 2024

Jul 17, 2024
SELL
$58.7 - $64.78 $37,920 - $41,847
-646 Reduced 12.82%
4,394 $283 Million
Q1 2024

May 09, 2024
BUY
$55.41 - $62.08 $55 - $62
1 Added 0.02%
5,040 $312 Million
Q4 2023

Mar 14, 2024
BUY
$48.47 - $56.6 $244,240 - $285,207
5,039 New
5,039 $304 Million

Others Institutions Holding SCHX

# of Institutions
1,465
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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