Leading Edge Financial Planning LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 15,174 shares of SCHD stock, worth $422,292. This represents 0.14% of its overall portfolio holdings.

Number of Shares

15,174

Previous 4,753 219.25%

Holding current value

$422,292

Previous $402 Million 3.18%

% of portfolio

0.14%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $280,637 - $885,263	10,421 Added 219.25%	15,174 $415 Million
Q3 2024 Oct 23, 2024	SELL	$77.02 - $85.06 $7,702 - $8,506	-100 Reduced 2.06%	4,753 $402 Million
Q2 2024 Aug 01, 2024	SELL	$75.81 - $80.15 $10,385 - $10,980	-137 Reduced 2.75%	4,853 $377 Million
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	$67.16 - $79.06 $1.08 Million - $1.27 Million	16,048 New	16,048 $1.21 Billion

Others Institutions Holding SCHD

# of Institutions

1,822

Shares Held

430M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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