Leading Edge Financial Planning LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 4,753 shares of SCHD stock, worth $133,606. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,753
Previous 4,853 2.06%
Holding current value
$133,606
Previous $377 Million 6.47%
% of portfolio
0.13%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,705
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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