Leading Edge Financial Planning LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 396,435 shares of SCHB stock, worth $8.77 Million. This represents 8.83% of its overall portfolio holdings.

Number of Shares
396,435
Previous 350,971 12.95%
Holding current value
$8.77 Million
Previous $22.1 Billion 19.51%
% of portfolio
8.83%
Previous 8.85%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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