LWL
Leo Wealth LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
+553,870
| New | +$16.2M | 1.26% | 19 |
|
|
2025
Q1 | – | Sell |
-630,682
| Closed | -$17.6M | – | 352 |
|
|
2024
Q4 | $17.6M | Buy |
630,682
+481,969
| +324% | +$13.4M | 1.58% | 14 |
|
|
2024
Q3 | $15.5M | Buy |
148,713
+104,262
| +235% | +$10.9M | 1.42% | 17 |
|
|
2024
Q2 | $4.52M | Buy |
44,451
+1,043
| +2% | +$106K | 0.46% | 41 |
|
|
2024
Q1 | $4.03M | Buy |
43,408
+654
| +2% | +$60.7K | 0.41% | 45 |
|
|
2023
Q4 | $3.88M | Buy |
+42,754
| New | +$3.88M | 0.4% | 40 |
|