Leading Edge Financial Planning LLC Schwab Short Term Us Treasury Transaction History

Leading Edge Financial Planning LLC

$305 Billion
Q4 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 21,613 shares of SCHO stock, worth $525,844. This represents 0.17% of its overall portfolio holdings.

Number of Shares

21,613

Previous 11,861 82.22%

Holding current value

$525,844

Previous $581 Million 10.49%

% of portfolio

0.17%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$24.06 - $48.88 $234,633 - $476,677	9,752 Added 82.22%	21,613 $520 Million
Q3 2024 Oct 23, 2024	SELL	$47.93 - $49.06 $4,840 - $4,955	-101 Reduced 0.84%	11,861 $581 Million
Q2 2024 Aug 01, 2024	SELL	$47.75 - $48.13 $373,214 - $376,184	-7,816 Reduced 39.52%	11,962 $576 Million
Q1 2024 May 03, 2024	SELL	$48.05 - $48.63 $968,543 - $980,234	-20,157 Reduced 50.47%	19,778 $954 Million
Q4 2023 Feb 13, 2024	SELL	$47.66 - $48.45 $715,424 - $727,282	-15,011 Reduced 27.32%	39,935 $1.93 Billion
Q3 2023 Oct 25, 2023	SELL	$47.78 - $48.2 $123,750 - $124,838	-2,590 Reduced 4.5%	54,946 $2.63 Billion
Q2 2023 Jul 17, 2023	SELL	$48.06 - $48.89 $219,922 - $223,720	-4,576 Reduced 7.37%	57,536 $2.77 Billion
Q1 2023 Apr 20, 2023	SELL	$47.8 - $49.0 $52,914 - $54,243	-1,107 Reduced 1.75%	62,112 $3.03 Billion
Q4 2022 Mar 02, 2023	BUY	$47.89 - $48.47 $3.03 Million - $3.06 Million	63,219 New	63,219 $3.05 Billion

Others Institutions Holding SCHO

# of Institutions

667

Shares Held

345M

Call Options Held

56.5K

Put Options Held

44.6K

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Leading Edge Financial Planning LLC Schwab Short Term Us Treasury Transaction History