Leo Wealth LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Leo Wealth LLC’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Sell	7,846 -843	-10%	-$26.3K	0.02%	401
2025 Q4	$257K	Buy	+8,689	New	+$254K	0.02%	373
2025 Q3	–	Sell	-8,692	Closed	-$241K	–	373
2025 Q2	$241K	Buy	+8,692	New	+$228K	0.02%	346
2025 Q1	–	Sell	-8,629	Closed	-$225K	–	353
2024 Q4	$225K	Buy	8,629 +16	+0.2%	+$432	0.02%	326
2024 Q3	$231K	Buy	8,613 +15	+0.2%	+$385	0.02%	312
2024 Q2	$211K	Buy	+8,598	New	+$212K	0.02%	312

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Leo Wealth LLC reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 9.7% in Q1 2026, selling an estimated $26.3K and leaving 7,846 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #401.

Leo Wealth LLC first reported a position in SCHV in Q2 2024 and has held it in 6 quarters since. The position peaked at $257K in Q4 2025. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Leo Wealth LLC held 7,846 shares of Schwab US Large-Cap Value ETF worth $239K as of Q1 2026.
Leo Wealth LLC sold 843 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $26.3K.
Schwab US Large-Cap Value ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #401 holding.
Leo Wealth LLC first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 6 quarters since.
Leo Wealth LLC's Schwab US Large-Cap Value ETF position peaked at $257K in Q4 2025.
970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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