Leading Edge Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History
Leading Edge Financial Planning LLC
- $249 Billion
- Q2 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 14,517 shares of SCHX stock, worth $976,703. This represents 0.37% of its overall portfolio holdings.
Number of Shares
14,517
Previous 15,552
6.66%
Holding current value
$976,703
Previous $965 Million
3.36%
% of portfolio
0.37%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,316Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$843 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$713 Million25.33% of portfolio