Leading Edge Financial Planning LLC Schwab Us Aggregate Bond ETF Transaction History
Leading Edge Financial Planning LLC
- $360 Billion
- Q2 2025
A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 28,996 shares of SCHZ stock, worth $671,547. This represents 0.19% of its overall portfolio holdings.
Number of Shares
28,996
Previous 31,029
6.55%
Holding current value
$671,547
Previous $719 Million
6.23%
% of portfolio
0.19%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$173 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio