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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$472K	Buy
2025 Q1	–	Sell
2024 Q4	$372K	Buy
2024 Q3	$260K	Sell
2024 Q2	$283K	Sell
2024 Q1	$312K	Buy
2023 Q4	$304K	Buy