Leverty Financial Group, LLC Schwab Strategic Tr Us Small C Transaction History
Leverty Financial Group, LLC
- $195 Million
- Q4 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 36,771 shares of SCHA stock, worth $863,383. This represents 0.49% of its overall portfolio holdings.
Number of Shares
36,771
Previous 16,958
116.84%
Holding current value
$863,383
Previous $873,000
8.82%
% of portfolio
0.49%
Previous 0.48%
Shares
9 transactions
Others Institutions Holding SCHA
# of Institutions
1,253Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio