Schwab U S Broad Market ETF shares owned by Leo Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Leo Wealth
from 13F filings
Historical chart of Leo Wealth investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Leo Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 9.8k | 25.71 |
| 2025-06-30 | $3.8M | 161k | 23.83 |
| 2024-12-31 | $3.5M | 153k | 22.70 |
| 2024-09-30 | $3.4M | 51k | 66.52 |
| 2024-06-30 | $3.2M | 50k | 62.95 |
| 2024-03-31 | $3.0M | 50k | 60.90 |
| 2023-12-31 | $3.0M | 50k | 59.38 |