Leo Wealth, LLC SCHD Holdings History
Leo Wealth, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Leo Wealth, LLC held 29,716.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $830,860.00. This investment constitutes 0.12% of their stock portfolio, and Leo Wealth, LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 4 purchases of SCHD, at an average price of $38.89, for a total of 794,672.00 shares. In addition, there have been 1 sales at an average price of $27.88 for 764,956.00 shares. Based on historical transaction data and SCHD's current price of $27.53, Leo Wealth, LLC's estimated gain on his SCHD holdings is $-8.76 Mil, reflecting a -28.35% gain to date.
Leo Wealth, LLC SCHD ($27.53) Holding Chart
Leo Wealth, LLC SCHD ($27.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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