Leading Edge Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History

Leading Edge Financial Planning LLC

  • $299 Billion
  • Q3 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 396,435 shares of SCHB stock, worth $9.13 Million. This represents 8.83% of its overall portfolio holdings.

Number of Shares
396,435
Previous 350,971 12.95%
Holding current value
$9.13 Million
Previous $22.1 Billion 19.51%
% of portfolio
8.83%
Previous 8.85%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$59.93 - $66.52 $2.72 Million - $3.02 Million
45,464 Added 12.95%
396,435 $26.4 Billion
Q2 2024

Aug 01, 2024
BUY
$57.57 - $63.3 $1.74 Million - $1.92 Million
30,263 Added 9.44%
350,971 $22.1 Billion
Q1 2024

May 03, 2024
BUY
$54.61 - $61.05 $1.29 Million - $1.44 Million
23,611 Added 7.95%
320,708 $19.6 Billion
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $6.58 Million - $7.72 Million
138,115 Added 86.87%
297,097 $16.5 Billion
Q3 2023

Oct 25, 2023
BUY
$49.59 - $53.57 $2.58 Million - $2.79 Million
52,088 Added 48.73%
158,982 $7.93 Billion
Q2 2023

Jul 17, 2023
SELL
$47.08 - $51.7 $72,691 - $79,824
-1,544 Reduced 1.42%
106,894 $5.53 Billion
Q1 2023

Apr 20, 2023
SELL
$44.47 - $49.23 $400,274 - $443,119
-9,001 Reduced 7.66%
108,438 $5.19 Billion
Q4 2022

Mar 02, 2023
BUY
$41.94 - $47.81 $4.93 Million - $5.61 Million
117,439 New
117,439 $5.26 Billion

Others Institutions Holding SCHB

# of Institutions
1,183
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email