Leverty Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Leverty Financial Group, LLC
- $311 Million
- Q3 2025
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 421,107 shares of SCHX stock, worth $11 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
421,107
Previous 425,566
1.05%
Holding current value
$11 Million
Previous $10.4 Million
6.64%
% of portfolio
3.57%
Previous 3.94%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,568Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio