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
2026 Q1	$550K	Sell	21,452 -493	-2%	-$13.2K	0.04%	252
2025 Q4	$591K	Buy	+21,945	New	+$586K	0.04%	236
2025 Q3	–	Sell	-19,321	Closed	-$472K	–	374
2025 Q2	$472K	Buy	+19,321	New	+$437K	0.04%	244
2025 Q1	–	Sell	-16,053	Closed	-$372K	–	354
2024 Q4	$372K	Buy	16,053 +4,548	+40%	+$106K	0.03%	262
2024 Q3	$260K	Sell	11,505 -1,677	-13%	-$36.5K	0.02%	299
2024 Q2	$283K	Sell	13,182 -1,938	-13%	-$40K	0.03%	278
2024 Q1	$312K	Buy	15,120 +3	+0%	+$59	0.03%	264
2023 Q4	$304K	Buy	+15,117	New	+$265K	0.03%	257

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Leo Wealth LLC reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.2% in Q1 2026, selling an estimated $13.2K and leaving 21,452 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #252.

Leo Wealth LLC first reported a position in SCHX in Q4 2023 and has held it in 8 quarters since. The position peaked at $591K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Leo Wealth LLC held 21,452 shares of Schwab US Large- Cap ETF worth $550K as of Q1 2026.
Leo Wealth LLC sold 493 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $13.2K.
Schwab US Large- Cap ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #252 holding.
Leo Wealth LLC first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's Schwab US Large- Cap ETF position peaked at $591K in Q4 2025.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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