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 $717,261. This represents 0.23% of its overall portfolio holdings.
Number of Shares
31,010
Previous 50,233
38.27%
Holding current value
$717,261
Previous $2.39 Billion
70.51%
% of portfolio
0.23%
Previous 0.8%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio