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 $523,466. This represents 0.17% of its overall portfolio holdings.

Number of Shares
21,613
Previous 11,861 82.22%
Holding current value
$523,466
Previous $581 Million 10.49%
% of portfolio
0.17%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
664
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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