LWL
Leo Wealth LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+8,692
| New | +$241K | 0.02% | 346 |
|
|
2025
Q1 | – | Sell |
-8,629
| Closed | -$225K | – | 353 |
|
|
2024
Q4 | $225K | Buy |
8,629
+5,758
| +201% | +$150K | 0.02% | 326 |
|
|
2024
Q3 | $231K | Buy |
2,871
+5
| +0.2% | +$402 | 0.02% | 312 |
|
|
2024
Q2 | $211K | Buy |
+2,866
| New | +$211K | 0.02% | 312 |
|