Leverty Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Leverty Financial Group, LLC

$182 Million
Q3 2024

A detailed history of Leverty Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Leverty Financial Group, LLC holds 874,803 shares of SCHX stock, worth $20.5 Million. This represents 32.66% of its overall portfolio holdings.

Number of Shares

874,803

Previous 550,936 58.78%

Holding current value

$20.5 Million

Previous $35.4 Million 67.68%

% of portfolio

32.66%

Previous 23.94%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$61.11 - $67.85 $19.8 Million - $22 Million	323,867 Added 58.78%	874,803 $59.4 Million
Q2 2024 Jul 15, 2024	SELL	$58.7 - $64.78 $1.13 Million - $1.25 Million	-19,290 Reduced 3.38%	550,936 $35.4 Million
Q1 2024 Apr 23, 2024	BUY	$55.41 - $62.08 $918,254 - $1.03 Million	16,572 Added 2.99%	570,226 $35.4 Million
Q4 2023 Jan 10, 2024	BUY	$48.47 - $56.6 $1.09 Million - $1.27 Million	22,498 Added 4.24%	553,654 $31.2 Million
Q3 2023 Oct 18, 2023	SELL	$50.36 - $54.21 $19.5 Million - $21 Million	-387,718 Reduced 42.19%	531,156 $26.9 Million
Q2 2023 Jul 27, 2023	BUY	$47.67 - $52.37 $1.72 Million - $1.89 Million	36,097 Added 4.09%	918,874 $48.1 Million
Q1 2023 Apr 21, 2023	BUY	$44.78 - $49.41 $2.35 Million - $2.59 Million	52,471 Added 6.32%	882,777 $42.7 Million
Q4 2022 Jan 30, 2023	BUY	$42.25 - $48.16 $35.1 Million - $40 Million	830,306 New	830,306 $37.5 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Leverty Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History