Leading Edge Financial Planning LLC Schwab Short Term Us Treasury Transaction History

Leading Edge Financial Planning LLC

$226 Billion
Q1 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 19,778 shares of SCHO stock, worth $951,915. This represents 0.42% of its overall portfolio holdings.

Number of Shares

19,778

Previous 39,935 50.47%

Holding current value

$951,915

Previous $1.93 Billion 50.72%

% of portfolio

0.42%

Previous 1.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$48.05 - $48.63 $968,543 - $980,234	-20,157 Reduced 50.47%	19,778 $954 Million
Q4 2023 Feb 13, 2024	SELL	$47.66 - $48.45 $715,424 - $727,282	-15,011 Reduced 27.32%	39,935 $1.93 Billion
Q3 2023 Oct 25, 2023	SELL	$47.78 - $48.2 $123,750 - $124,838	-2,590 Reduced 4.5%	54,946 $2.63 Billion
Q2 2023 Jul 17, 2023	SELL	$48.06 - $48.89 $219,922 - $223,720	-4,576 Reduced 7.37%	57,536 $2.77 Billion
Q1 2023 Apr 20, 2023	SELL	$47.8 - $49.0 $52,914 - $54,243	-1,107 Reduced 1.75%	62,112 $3.03 Billion

Q4 2022 Mar 02, 2023	BUY	$47.91 - $48.47 $3.03 Million - $3.06 Million	63,219 New	63,219 $3.05 Billion

Others Institutions Holding SCHO

# of Institutions

614

Shares Held

169M

Call Options Held

13.7K

Put Options Held

20.1K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Leading Edge Financial Planning LLC Schwab Short Term Us Treasury Transaction History