Leo Wealth LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
+19,321
| New | +$472K | 0.04% | 244 |
|
|
2025
Q1 | – | Sell |
-16,053
| Closed | -$372K | – | 354 |
|
|
2024
Q4 | $372K | Buy |
16,053
+4,548
| +40% | +$105K | 0.03% | 262 |
|
|
2024
Q3 | $260K | Sell |
11,505
-1,677
| -13% | -$37.9K | 0.02% | 299 |
|
|
2024
Q2 | $283K | Sell |
13,182
-1,938
| -13% | -$41.6K | 0.03% | 278 |
|
|
2024
Q1 | $312K | Buy |
15,120
+3
| +0% | +$62 | 0.03% | 264 |
|
|
2023
Q4 | $304K | Buy |
+15,117
| New | +$304K | 0.03% | 257 |
|