Leverty Financial Group, LLC SCHX Holdings History
Leverty Financial Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Leverty Financial Group, LLC held 425,566.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $10.40 Mil. This investment constitutes 3.11% of their stock portfolio, and Leverty Financial Group, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2022Q4. And since then Leverty Financial Group, LLC has made 8 purchases of SCHX, at an average price of $31.73, for a total of 4.19 Mil shares. In addition, there have been 3 sales at an average price of $25.90 for 3.76 Mil shares. Based on historical transaction data and SCHX's current price of $24.86, Leverty Financial Group, LLC's estimated gain on his SCHX holdings is $-24.88 Mil, reflecting a -18.72% gain to date.
Leverty Financial Group, LLC SCHX ($24.86) Holding Chart
Leverty Financial Group, LLC SCHX ($24.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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