Leading Edge Financial Planning LLC Schwab Strategic Us Tips ETF Transaction History

Leading Edge Financial Planning LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$51.32 - $52.45 $139,847 - $142,926	-2,725 Reduced 40.31%	4,035 $210 Million
Q4 2023 Feb 13, 2024	SELL	$49.69 - $52.46 $354,985 - $374,774	-7,144 Reduced 51.38%	6,760 $353 Million
Q3 2023 Oct 25, 2023	SELL	$50.37 - $52.48 $125,270 - $130,517	-2,487 Reduced 15.17%	13,904 $702 Million
Q2 2023 Jul 17, 2023	SELL	$52.18 - $54.02 $22,124 - $22,904	-424 Reduced 2.52%	16,391 $859 Million
Q1 2023 Apr 20, 2023	SELL	$51.68 - $53.62 $265,170 - $275,124	-5,131 Reduced 23.38%	16,815 $901 Million
Q4 2022 Mar 02, 2023	BUY	$51.47 - $53.83 $1.13 Million - $1.18 Million	21,946 New	21,946 $1.14 Billion

698

171M

66.2K

2.7K

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