Leo Wealth, LLC SCHG Holdings History
Leo Wealth, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Leo Wealth, LLC held - shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Leo Wealth, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 4 purchases of SCHG, at an average price of $29.00, for a total of 630,682.00 shares. In addition, there have been 1 sales at an average price of $27.39 for 630,682.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Leo Wealth, LLC's estimated gain on his SCHG holdings is $-1.02 Mil, reflecting a -5.57% gain to date.
Leo Wealth, LLC SCHG ($29.74) Holding Chart
Leo Wealth, LLC SCHG ($29.74) 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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