Number of Shares
304,488.00
Current Holdings Value*
$6.73 Mil
% of Portfolio
2.01%
Total Estimate Gain
$-12.73 Mil
% of Total Estimate Gain
-16.95%

Leverty Financial Group, LLC's Schwab International Equity ETF Holding Summary

As of 2025-06-30, Leverty Financial Group, LLC held 304,488.00 shares of Schwab International Equity ETF(SCHF), totaling $6.73 Mil. This investment constitutes 2.01% of their stock portfolio, and Leverty Financial Group, LLC now holds 0.01% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2021Q4. And since then Leverty Financial Group, LLC has made 10 purchases of SCHF, at an average price of $26.73, for a total of 2.81 Mil shares. In addition, there have been 4 sales at an average price of $22.23 for 2.50 Mil shares. Based on historical transaction data and SCHF's current price of $21.94, Leverty Financial Group, LLC's estimated gain on his SCHF holdings is $-12.73 Mil, reflecting a -16.95% gain to date.

Leverty Financial Group, LLC SCHF ($21.94) Holding Chart

Leverty Financial Group, LLC SCHF ($21.94) 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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