Leading Edge Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History

Leading Edge Financial Planning LLC

$305 Billion
Q4 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 41,363 shares of SCHX stock, worth $987,334. This represents 0.31% of its overall portfolio holdings.

Number of Shares

41,363

Previous 13,464 207.21%

Holding current value

$987,334

Previous $914 Million 4.96%

% of portfolio

0.31%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $624,937 - $1.9 Million	27,899 Added 207.21%	41,363 $959 Million
Q3 2024 Oct 23, 2024	SELL	$61.11 - $67.85 $64,348 - $71,446	-1,053 Reduced 7.25%	13,464 $914 Million
Q2 2024 Aug 01, 2024	SELL	$58.7 - $64.78 $60,754 - $67,047	-1,035 Reduced 6.66%	14,517 $933 Million
Q1 2024 May 03, 2024	SELL	$55.41 - $62.08 $94,086 - $105,411	-1,698 Reduced 9.84%	15,552 $965 Million
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $120,641 - $140,877	-2,489 Reduced 12.61%	17,250 $973 Million
Q3 2023 Oct 25, 2023	SELL	$50.36 - $54.21 $23,165 - $24,936	-460 Reduced 2.28%	19,739 $999 Million
Q2 2023 Jul 17, 2023	BUY	$47.67 - $52.37 $41,568 - $45,666	872 Added 4.51%	20,199 $1.06 Billion
Q1 2023 Apr 20, 2023	BUY	$44.78 - $49.41 $81,096 - $89,481	1,811 Added 10.34%	19,327 $935 Million
Q4 2022 Mar 02, 2023	BUY	$42.25 - $48.16 $740,051 - $843,570	17,516 New	17,516 $791 Million

Others Institutions Holding SCHX

# of Institutions

1,380

Shares Held

496M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Leading Edge Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History