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

Leverty Financial Group, LLC

$311 Million
Q3 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 20,535 shares of SCHA stock, worth $563,275. This represents 0.18% of its overall portfolio holdings.

Number of Shares

20,535

Previous 18,844 8.97%

Holding current value

$563,275

Previous $476,000 20.17%

% of portfolio

0.18%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

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.

Account

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