Leverty Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Leverty Financial Group, LLC
- $182 Million
- Q3 2024
A detailed history of Leverty Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Leverty Financial Group, LLC holds 11,759 shares of SCHM stock, worth $333,014. This represents 0.54% of its overall portfolio holdings.
Number of Shares
11,759
Previous 6,016
95.46%
Holding current value
$333,014
Previous $468,000
108.76%
% of portfolio
0.54%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
917Shares Held
94.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$601 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$278 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$89.9 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$64.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$63.2 Million2.77% of portfolio