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Leo Wealth LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Leo Wealth LLC’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.47M Sell
178,226
-770
-0.4% -$20.2K 0.32% 65
2025
Q4 		$4.7M Buy
178,996
+169,161
+1,720% +$4.4M 0.34% 59
2025
Q3 		$253K Sell
9,835
-151,435
-94% -$3.75M 0.03% 249
2025
Q2 		$3.84M Buy
+161,270
New +$3.55M 0.3% 64
2025
Q1 		– Sell
-153,416
Closed -$3.48M – 351
2024
Q4 		$3.48M Buy
153,416
+1,970
+1% +$45K 0.31% 59
2024
Q3 		$3.36M Buy
151,446
+159
+0.1% +$3.4K 0.31% 58
2024
Q2 		$3.17M Buy
151,287
+1,458
+1% +$29.5K 0.32% 58
2024
Q1 		$3.04M Sell
149,829
-93
-0.1% -$1.8K 0.31% 58
2023
Q4 		$2.97M Buy
+149,922
New +$2.59M 0.31% 56

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Leo Wealth LLC's SCHB Position: Q1 2026 in Review

Leo Wealth LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 0.43% in Q1 2026, selling an estimated $20.2K and leaving 178,226 shares worth $4.47M. The position accounts for 0.32% of the portfolio, ranked #65.

Leo Wealth LLC first reported a position in SCHB in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.7M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Leo Wealth LLC held 178,226 shares of Schwab US Broad Market ETF worth $4.47M as of Q1 2026.
  • Leo Wealth LLC sold 770 Schwab US Broad Market ETF shares in Q1 2026, an estimated $20.2K.
  • Schwab US Broad Market ETF made up 0.32% of Leo Wealth LLC's portfolio in Q1 2026, its #65 holding.
  • Leo Wealth LLC first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 9 quarters since.
  • Leo Wealth LLC's Schwab US Broad Market ETF position peaked at $4.7M in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.