LWL
Leo Wealth LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
829,095
+799,379
| +2,690% | +$21.2M | 1.71% | 14 |
|
|
2025
Q1 | $831K | Sell |
29,716
-764,956
| -96% | -$21.4M | 0.12% | 142 |
|
|
2024
Q4 | $21.7M | Buy |
794,672
+561,508
| +241% | +$15.3M | 1.95% | 10 |
|
|
2024
Q3 | $19.7M | Buy |
233,164
+34,013
| +17% | +$2.88M | 1.8% | 12 |
|
|
2024
Q2 | $15.4M | Buy |
199,151
+40,318
| +25% | +$3.12M | 1.57% | 15 |
|
|
2024
Q1 | $12.7M | Buy |
158,833
+11,036
| +7% | +$885K | 1.3% | 16 |
|
|
2023
Q4 | $11.6M | Buy |
+147,797
| New | +$11.6M | 1.21% | 15 |
|