Leading Edge Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History

Leading Edge Financial Planning LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$16.76 - $20.95 $376,312 - $470,390	-22,453 Reduced 51.36%	21,264 $440 Million
Q3 2023 Oct 25, 2023	SELL	$17.52 - $20.27 $25,246 - $29,209	-1,441 Reduced 3.19%	43,717 $776 Million
Q2 2023 Jul 17, 2023	SELL	$18.34 - $19.64 $103,712 - $111,064	-5,655 Reduced 11.13%	45,158 $882 Million
Q1 2023 Apr 20, 2023	BUY	$18.01 - $21.78 $37,857 - $45,781	2,102 Added 4.32%	50,813 $991 Million
Q4 2022 Mar 02, 2023	BUY	$17.68 - $20.46 $861,210 - $996,627	48,711 New	48,711 $940 Million

499

255M

28.4K

83.1K

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