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 $330,310. This represents 0.54% of its overall portfolio holdings.

Number of Shares
11,759
Previous 6,016 95.46%
Holding current value
$330,310
Previous $468,000 108.76%
% of portfolio
0.54%
Previous 0.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$75.47 - $83.18 $433,424 - $477,702
5,743 Added 95.46%
11,759 $977,000
Q2 2024

Jul 15, 2024
BUY
$75.69 - $81.19 $55,783 - $59,837
737 Added 13.96%
6,016 $468,000
Q1 2024

Apr 23, 2024
SELL
$72.89 - $81.43 $161,232 - $180,123
-2,212 Reduced 29.53%
5,279 $429,000
Q4 2023

Jan 10, 2024
BUY
$63.01 - $75.95 $232,821 - $280,635
3,695 Added 97.34%
7,491 $564,000
Q3 2023

Oct 18, 2023
SELL
$66.75 - $73.98 $21,360 - $23,673
-320 Reduced 7.77%
3,796 $256,000
Q2 2023

Jul 27, 2023
SELL
$65.29 - $71.03 $25,854 - $28,127
-396 Reduced 8.78%
4,116 $292,000
Q1 2023

Apr 21, 2023
SELL
$64.24 - $73.9 $35,781 - $41,162
-557 Reduced 10.99%
4,512 $306,000
Q4 2022

Jan 30, 2023
BUY
$61.05 - $69.94 $309,462 - $354,525
5,069 New
5,069 $332,000
Q1 2022

Apr 20, 2022
SELL
$70.66 - $80.89 $21,409 - $24,509
-303 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$76.01 - $83.39 $23,031 - $25,267
303 New
303 $24,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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