LWL
Leo Wealth LLC’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
+161,270
| New | +$3.84M | 0.3% | 64 |
|
|
2025
Q1 | – | Sell |
-153,416
| Closed | -$3.48M | – | 351 |
|
|
2024
Q4 | $3.48M | Buy |
153,416
+102,934
| +204% | +$2.34M | 0.31% | 59 |
|
|
2024
Q3 | $3.36M | Buy |
50,482
+53
| +0.1% | +$3.53K | 0.31% | 58 |
|
|
2024
Q2 | $3.17M | Buy |
50,429
+486
| +1% | +$30.6K | 0.32% | 58 |
|
|
2024
Q1 | $3.04M | Sell |
49,943
-31
| -0.1% | -$1.89K | 0.31% | 58 |
|
|
2023
Q4 | $2.97M | Buy |
+49,974
| New | +$2.97M | 0.31% | 56 |
|