Leading Edge Financial Planning LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 2,877 shares of SCHV stock, worth $212,782. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,877
Previous 3,665 21.5%
Holding current value
$212,782
Previous $257 Million 14.91%
% of portfolio
0.1%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$68.82 - $75.98 $54,230 - $59,872
-788 Reduced 21.5%
2,877 $219 Million
Q4 2023

Feb 13, 2024
SELL
$61.16 - $70.24 $24,035 - $27,604
-393 Reduced 9.68%
3,665 $257 Million
Q3 2023

Oct 25, 2023
SELL
$64.45 - $69.39 $26,360 - $28,380
-409 Reduced 9.16%
4,058 $262 Million
Q2 2023

Jul 17, 2023
SELL
$63.33 - $67.21 $183,657 - $194,908
-2,900 Reduced 39.36%
4,467 $300 Million
Q1 2023

Apr 20, 2023
SELL
$62.59 - $69.3 $10,076 - $11,157
-161 Reduced 2.14%
7,367 $483 Million
Q4 2022

Mar 02, 2023
BUY
$64.27 - $69.24 $483,824 - $521,238
7,528 New
7,528 $497 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email