Leading Edge Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History

Leading Edge Financial Planning LLC

$299 Billion
Q3 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 2,733 shares of SCHV stock, worth $71,303. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,733

Previous 2,733 -0.0%

Holding current value

$71,303

Previous $202 Million 8.49%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$71.74 - $75.86 $10,330 - $10,923	-144 Reduced 5.01%	2,733 $202 Million
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	$59.13 - $69.24 $445,130 - $521,238	7,528 New	7,528 $497 Million

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Leading Edge Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History