Leading Edge Financial Planning LLC Schwab Strategic Tr Us Dividen Transaction History
Leading Edge Financial Planning LLC
- $249 Billion
- Q2 2024
A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 4,853 shares of SCHD stock, worth $410,806. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,853
Previous 4,990
2.75%
Holding current value
$410,806
Previous $402 Million
6.21%
% of portfolio
0.15%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio