Leading Edge Financial Planning LLC Schwab Short Term Us Treasury Transaction History
Leading Edge Financial Planning LLC
- $226 Billion
- Q1 2024
A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 19,778 shares of SCHO stock, worth $951,915. This represents 0.42% of its overall portfolio holdings.
Number of Shares
19,778
Previous 39,935
50.47%
Holding current value
$951,915
Previous $1.93 Billion
50.72%
% of portfolio
0.42%
Previous 1.0%
Shares
6 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares Held
169MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.59 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$555 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$359 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$152 Million0.04% of portfolio