Leverty Financial Group, LLC Schwab Strategic Tr Us Small C Transaction History
Leverty Financial Group, LLC
- $148 Million
- Q2 2024
A detailed history of Leverty Financial Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Leverty Financial Group, LLC holds 13,538 shares of SCHA stock, worth $666,881. This represents 0.43% of its overall portfolio holdings.
Number of Shares
13,538
Previous 10,792
25.44%
Holding current value
$666,881
Previous $531,000
20.9%
% of portfolio
0.43%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.29 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$589 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$518 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$363 Million0.51% of portfolio