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

Leverty Financial Group, LLC

  • $196 Million
  • Q1 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 32,991 shares of SCHA stock, worth $774,628. This represents 0.4% of its overall portfolio holdings.

Number of Shares
32,991
Previous 36,771 10.28%
Holding current value
$774,628
Previous $950,000 18.53%
% of portfolio
0.4%
Previous 0.49%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,259
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Leverty Financial Group, LLC Portfolio

Follow Leverty Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leverty Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leverty Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email