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

Leading Edge Financial Planning LLC

  • $299 Billion
  • Q3 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 50,233 shares of SCHZ stock, worth $1.14 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
50,233
Previous 51,437 2.34%
Holding current value
$1.14 Million
Previous $2.34 Billion 1.82%
% of portfolio
0.8%
Previous 0.94%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
628
Shares Held
83M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email