Leading Edge Financial Planning LLC Schwab Us Aggregate Bond ETF Transaction History

Leading Edge Financial Planning LLC

$249 Billion
Q2 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 51,437 shares of SCHZ stock, worth $2.44 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

51,437

Previous 58,839 12.58%

Holding current value

$2.44 Million

Previous $2.71 Billion 13.38%

% of portfolio

0.94%

Previous 1.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$44.66 - $45.99 $330,573 - $340,417	-7,402 Reduced 12.58%	51,437 $2.34 Billion
Q1 2024 May 03, 2024	SELL	$45.44 - $46.67 $64,706 - $66,458	-1,424 Reduced 2.36%	58,839 $2.71 Billion
Q4 2023 Feb 13, 2024	SELL	$43.09 - $46.83 $232,427 - $252,601	-5,394 Reduced 8.22%	60,263 $2.81 Billion
Q3 2023 Oct 25, 2023	SELL	$44.14 - $46.33 $157,668 - $165,490	-3,572 Reduced 5.16%	65,657 $2.9 Billion
Q2 2023 Jul 17, 2023	SELL	$45.86 - $47.33 $104,514 - $107,865	-2,279 Reduced 3.19%	69,229 $3.2 Billion
Q1 2023 Apr 20, 2023	SELL	$45.33 - $47.44 $110,650 - $115,801	-2,441 Reduced 3.3%	71,508 $3.35 Billion
Q4 2022 Mar 02, 2023	BUY	$44.04 - $47.03 $3.26 Million - $3.48 Million	73,949 New	73,949 $3.38 Billion

Others Institutions Holding SCHZ

# of Institutions

625

Shares Held

107M

Call Options Held

100

Put Options Held

1.8K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Leading Edge Financial Planning LLC Schwab Us Aggregate Bond ETF Transaction History