Leverty Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Leverty Financial Group, LLC
- $264 Million
- Q2 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 425,566 shares of SCHX stock, worth $10.6 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
425,566
Previous 3,780,762
88.74%
Holding current value
$10.6 Million
Previous $83 Million
87.47%
% of portfolio
3.94%
Previous 42.47%
Shares
11 transactions
Others Institutions Holding SCHX
# of Institutions
1,527Shares Held
1.14BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\206MShares$5.14 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$866 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$823 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$778 Million9.64% of portfolio