Leading Edge Financial Planning LLC Schwab Strategic Tr Us Dividen Transaction History

Leading Edge Financial Planning LLC

$398 Billion
Q3 2025

A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 15,165 shares of SCHD stock, worth $413,094. This represents 0.1% of its overall portfolio holdings.

Number of Shares

15,165

Previous 16,564 8.45%

Holding current value

$413,094

Previous $439 Million 5.68%

% of portfolio

0.1%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$26.38 - $27.95 $36,905 - $39,102	-1,399 Reduced 8.45%	15,165 $414 Million
Q2 2025 Jul 15, 2025	BUY	$24.32 - $27.87 $33,804 - $38,739	1,390 Added 9.16%	16,564 $439 Million
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $280,637 - $885,263	10,421 Added 219.25%	15,174 $415 Million
Q3 2024 Oct 23, 2024	SELL	$77.02 - $85.06 $7,702 - $8,506	-100 Reduced 2.06%	4,753 $402 Million
Q2 2024 Aug 01, 2024	SELL	$75.81 - $80.15 $10,385 - $10,980	-137 Reduced 2.75%	4,853 $377 Million

Q1 2024 May 03, 2024	SELL	$75.25 - $80.63 $208,517 - $223,425	-2,771 Reduced 35.7%	4,990 $402 Million
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $115,536 - $131,804	-1,727 Reduced 18.2%	7,761 $591 Million
Q3 2023 Oct 25, 2023	SELL	$70.63 - $75.66 $276,869 - $296,587	-3,920 Reduced 29.24%	9,488 $671 Million
Q2 2023 Jul 17, 2023	SELL	$69.18 - $73.94 $166,723 - $178,195	-2,410 Reduced 15.24%	13,408 $974 Million
Q1 2023 Apr 20, 2023	SELL	$70.28 - $78.03 $16,164 - $17,946	-230 Reduced 1.43%	15,818 $1.16 Billion
Q4 2022 Mar 02, 2023	BUY	$67.16 - $79.06 $1.08 Million - $1.27 Million	16,048 New	16,048 $1.21 Billion

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

869M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Leading Edge Financial Planning LLC Schwab Strategic Tr Us Dividen Transaction History