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%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$22.68 - $23.28 $46,108 - $47,328	-2,033 Reduced 6.55%	28,996 $674 Million
Q1 2025 Apr 23, 2025	BUY	$22.46 - $23.26 $426 - $441	19 Added 0.06%	31,029 $719 Million
Q4 2024 Jan 24, 2025	SELL	$22.63 - $47.53 $435,016 - $913,669	-19,223 Reduced 38.27%	31,010 $704 Million
Q3 2024 Oct 23, 2024	SELL	$45.2 - $47.87 $54,420 - $57,635	-1,204 Reduced 2.34%	50,233 $2.39 Billion
Q2 2024 Aug 01, 2024	SELL	$44.66 - $45.99 $330,573 - $340,417	-7,402 Reduced 12.58%	51,437 $2.34 Billion
Q1 2024 May 03, 2024	SELL	$45.44 - $46.67 $64,706 - $66,458	-1,424 Reduced 2.36%	58,839 $2.71 Billion
Q4 2023 Feb 13, 2024	SELL	$43.09 - $46.83 $232,427 - $252,601	-5,394 Reduced 8.22%	60,263 $2.81 Billion
Q3 2023 Oct 25, 2023	SELL	$44.14 - $46.33 $157,668 - $165,490	-3,572 Reduced 5.16%	65,657 $2.9 Billion
Q2 2023 Jul 17, 2023	SELL	$45.86 - $47.33 $104,514 - $107,865	-2,279 Reduced 3.19%	69,229 $3.2 Billion
Q1 2023 Apr 20, 2023	SELL	$45.33 - $47.44 $110,650 - $115,801	-2,441 Reduced 3.3%	71,508 $3.35 Billion
Q4 2022 Mar 02, 2023	BUY	$44.04 - $47.03 $3.26 Million - $3.48 Million	73,949 New	73,949 $3.38 Billion

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

169M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Leading Edge Financial Planning LLC Schwab Us Aggregate Bond ETF Transaction History