Leo Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Leo Wealth, LLC

$1.38 Trillion
Q4 2025

A detailed history of Leo Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Leo Wealth, LLC holds 178,996 shares of SCHB stock, worth $4.62 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

178,996

Previous 9,835 1719.99%

Holding current value

$4.62 Million

Previous $253 Million 1756.79%

% of portfolio

0.34%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$25.2 - $26.46 $4.26 Million - $4.48 Million	169,161 Added 1719.99%	178,996 $4.7 Billion
Q3 2025 Nov 14, 2025	SELL	$23.82 - $25.84 $3.61 Million - $3.91 Million	-151,435 Reduced 93.9%	9,835 $253 Million
Q2 2025 Jul 23, 2025	BUY	$19.1 - $23.83 $3.08 Million - $3.84 Million	161,270 New	161,270 $3.84 Billion
Q4 2024 Jan 27, 2025	BUY	$22.01 - $66.82 $2.27 Million - $6.88 Million	102,934 Added 203.9%	153,416 $3.48 Billion
Q3 2024 Oct 21, 2024	BUY	$59.93 - $66.52 $3,176 - $3,525	53 Added 0.11%	50,482 $3.36 Billion

Q2 2024 Jul 17, 2024	BUY	$57.57 - $63.3 $27,979 - $30,763	486 Added 0.97%	50,429 $3.17 Billion
Q1 2024 May 09, 2024	SELL	$54.61 - $61.05 $1,692 - $1,892	-31 Reduced 0.06%	49,943 $3.04 Billion
Q4 2023 Mar 14, 2024	BUY	$47.61 - $55.91 $2.38 Million - $2.79 Million	49,974 New	49,974 $2.97 Billion

Others Institutions Holding SCHB

# of Institutions

1,387

Shares Held

494M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Account