Leading Edge Financial Planning LLC Schwab Us Aggregate Bond ETF Transaction History

Leading Edge Financial Planning LLC

$305 Billion
Q4 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 31,010 shares of SCHZ stock, worth $711,059. This represents 0.23% of its overall portfolio holdings.

Number of Shares

31,010

Previous 50,233 38.27%

Holding current value

$711,059

Previous $2.39 Billion 70.51%

% of portfolio

0.23%

Previous 0.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$22.63 - $47.53 $435,016 - $913,669	-19,223 Reduced 38.27%	31,010 $704 Million
Q3 2024 Oct 23, 2024	SELL	$45.2 - $47.87 $54,420 - $57,635	-1,204 Reduced 2.34%	50,233 $2.39 Billion
Q2 2024 Aug 01, 2024	SELL	$44.66 - $45.99 $330,573 - $340,417	-7,402 Reduced 12.58%	51,437 $2.34 Billion
Q1 2024 May 03, 2024	SELL	$45.44 - $46.67 $64,706 - $66,458	-1,424 Reduced 2.36%	58,839 $2.71 Billion
Q4 2023 Feb 13, 2024	SELL	$43.09 - $46.83 $232,427 - $252,601	-5,394 Reduced 8.22%	60,263 $2.81 Billion
Q3 2023 Oct 25, 2023	SELL	$44.14 - $46.33 $157,668 - $165,490	-3,572 Reduced 5.16%	65,657 $2.9 Billion
Q2 2023 Jul 17, 2023	SELL	$45.86 - $47.33 $104,514 - $107,865	-2,279 Reduced 3.19%	69,229 $3.2 Billion
Q1 2023 Apr 20, 2023	SELL	$45.33 - $47.44 $110,650 - $115,801	-2,441 Reduced 3.3%	71,508 $3.35 Billion
Q4 2022 Mar 02, 2023	BUY	$44.04 - $47.03 $3.26 Million - $3.48 Million	73,949 New	73,949 $3.38 Billion

Others Institutions Holding SCHZ

# of Institutions

686

Shares Held

168M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Account

Leading Edge Financial Planning LLC Schwab Us Aggregate Bond ETF Transaction History