Leading Edge Financial Planning LLC Schwab Strategic Tr Us Dividen Transaction History

Leading Edge Financial Planning LLC

$226 Billion
Q1 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 4,990 shares of SCHD stock, worth $384,329. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,990

Previous 7,761 35.7%

Holding current value

$384,329

Previous $591 Million 31.9%

% of portfolio

0.18%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$75.25 - $80.63 $208,517 - $223,425	-2,771 Reduced 35.7%	4,990 $402 Million
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $115,536 - $131,804	-1,727 Reduced 18.2%	7,761 $591 Million
Q3 2023 Oct 25, 2023	SELL	$70.63 - $75.66 $276,869 - $296,587	-3,920 Reduced 29.24%	9,488 $671 Million
Q2 2023 Jul 17, 2023	SELL	$69.18 - $73.94 $166,723 - $178,195	-2,410 Reduced 15.24%	13,408 $974 Million
Q1 2023 Apr 20, 2023	SELL	$70.28 - $78.03 $16,164 - $17,946	-230 Reduced 1.43%	15,818 $1.16 Billion

Q4 2022 Mar 02, 2023	BUY	$73.08 - $79.06 $1.17 Million - $1.27 Million	16,048 New	16,048 $1.21 Billion

Others Institutions Holding SCHD

# of Institutions

1,645

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Leading Edge Financial Planning LLC Schwab Strategic Tr Us Dividen Transaction History