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Disclosery

Leo Wealth, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on SCHD, newest first. How the timeline and the estimate are built.

Leo Wealth, LLC held 786,706 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 786,706 shares
    Change vs previous 13F -16,057 shares

    1.75% of the 13F portfolio, value $24,134,715.

    13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 802,763 shares
    Change vs previous 13F +772,780 shares

    1.6% of the 13F portfolio, value $22,018,932.

    13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 29,983 shares
    Change vs previous 13F -799,112 shares

    0.11% of the 13F portfolio, value $818,535.

    13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 829,095 shares
    Change vs previous 13F +799,379 shares

    1.71% of the 13F portfolio, value $21,971,029.

    13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 29,716 shares
    Change vs previous 13F -764,956 shares

    0.12% of the 13F portfolio, value $830,855.

    13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 794,672 shares
    Change vs previous 13F +561,508 shares

    1.95% of the 13F portfolio, value $21,713,757.

    13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 233,164 shares
    Change vs previous 13F +34,013 shares

    1.8% of the 13F portfolio, value $19,709,342.

    13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 199,151 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $15,419,697.

    13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).