Leverty Financial Group, LLC Schwab Strategic Tr Us Small C Transaction History

Leverty Financial Group, LLC

$336 Million
Q4 2025

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 17,957 shares of SCHA stock, worth $492,560. This represents 0.15% of its overall portfolio holdings.

Number of Shares

17,957

Previous 20,535 12.55%

Holding current value

$492,560

Previous $572,000 13.99%

% of portfolio

0.15%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$27.17 - $28.65 $70,044 - $73,859	-2,578 Reduced 12.55%	17,957 $492,000
Q3 2025 Oct 07, 2025	BUY	$25.29 - $28.33 $42,765 - $47,906	1,691 Added 8.97%	20,535 $572,000
Q2 2025 Jul 17, 2025	SELL	$20.42 - $25.3 $288,881 - $357,919	-14,147 Reduced 42.88%	18,844 $476,000
Q1 2025 Apr 10, 2025	SELL	$23.16 - $27.04 $87,544 - $102,211	-3,780 Reduced 10.28%	32,991 $774,000
Q4 2024 Jan 24, 2025	BUY	$25.33 - $51.16 $501,863 - $1.01 Million	19,813 Added 116.84%	36,771 $950,000

Q3 2024 Oct 16, 2024	BUY	$46.9 - $51.96 $160,398 - $177,703	3,420 Added 25.26%	16,958 $873,000
Q2 2024 Jul 15, 2024	BUY	$45.24 - $49.04 $124,229 - $134,663	2,746 Added 25.44%	13,538 $642,000
Q1 2024 Apr 23, 2024	BUY	$44.84 - $49.24 $24,258 - $26,638	541 Added 5.28%	10,792 $531,000
Q4 2023 Jan 10, 2024	BUY	$38.13 - $48.02 $147,219 - $185,405	3,861 Added 60.42%	10,251 $484,000
Q3 2023 Oct 18, 2023	BUY	$40.85 - $46.1 $11,152 - $12,585	273 Added 4.46%	6,390 $264,000
Q2 2023 Jul 27, 2023	SELL	$39.91 - $43.82 $598 - $657	-15 Reduced 0.24%	6,117 $267,000
Q1 2023 Apr 21, 2023	BUY	$39.82 - $46.36 $41,452 - $48,260	1,041 Added 20.45%	6,132 $257,000
Q4 2022 Jan 30, 2023	BUY	$38.25 - $43.54 $194,730 - $221,662	5,091 New	5,091 $206,000

Others Institutions Holding SCHA

# of Institutions

1,328

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Leverty Financial Group, LLC Schwab Strategic Tr Us Small C Transaction History