Leading Edge Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History

Leading Edge Financial Planning LLC

$305 Billion
Q4 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 1,237,328 shares of SCHB stock, worth $26.5 Million. This represents 9.21% of its overall portfolio holdings.

Number of Shares

1,237,328

Previous 396,435 212.11%

Holding current value

$26.5 Million

Previous $26.4 Billion 6.51%

% of portfolio

9.21%

Previous 8.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$22.01 - $66.82 $18.5 Million - $56.2 Million	840,893 Added 212.11%	1,237,328 $28.1 Billion
Q3 2024 Oct 23, 2024	BUY	$59.93 - $66.52 $2.72 Million - $3.02 Million	45,464 Added 12.95%	396,435 $26.4 Billion
Q2 2024 Aug 01, 2024	BUY	$57.57 - $63.3 $1.74 Million - $1.92 Million	30,263 Added 9.44%	350,971 $22.1 Billion
Q1 2024 May 03, 2024	BUY	$54.61 - $61.05 $1.29 Million - $1.44 Million	23,611 Added 7.95%	320,708 $19.6 Billion
Q4 2023 Feb 13, 2024	BUY	$47.61 - $55.91 $6.58 Million - $7.72 Million	138,115 Added 86.87%	297,097 $16.5 Billion
Q3 2023 Oct 25, 2023	BUY	$49.59 - $53.57 $2.58 Million - $2.79 Million	52,088 Added 48.73%	158,982 $7.93 Billion
Q2 2023 Jul 17, 2023	SELL	$47.08 - $51.7 $72,691 - $79,824	-1,544 Reduced 1.42%	106,894 $5.53 Billion
Q1 2023 Apr 20, 2023	SELL	$44.47 - $49.23 $400,274 - $443,119	-9,001 Reduced 7.66%	108,438 $5.19 Billion
Q4 2022 Mar 02, 2023	BUY	$41.94 - $47.81 $4.93 Million - $5.61 Million	117,439 New	117,439 $5.26 Billion

Others Institutions Holding SCHB

# of Institutions

1,264

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Leading Edge Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History