Leverty Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Leverty Financial Group, LLC

$336 Million
Q4 2025

A detailed history of Leverty Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Leverty Financial Group, LLC holds 22,753 shares of SCHM stock, worth $663,477. This represents 0.2% of its overall portfolio holdings.

Number of Shares

22,753

Previous 14,350 58.56%

Holding current value

$663,477

Previous $425,000 56.0%

% of portfolio

0.2%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$28.9 - $30.17 $242,846 - $253,518	8,403 Added 58.56%	22,753 $663,000
Q3 2025 Oct 07, 2025	SELL	$28.15 - $30.13 $19,367 - $20,729	-688 Reduced 4.58%	14,350 $425,000
Q2 2025 Jul 17, 2025	SELL	$22.92 - $28.05 $810,840 - $992,324	-35,377 Reduced 70.17%	15,038 $421,000
Q1 2025 Apr 10, 2025	BUY	$25.58 - $29.24 $137,748 - $157,457	5,385 Added 11.96%	50,415 $1.32 Million
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $916,283 - $2.76 Million	33,271 Added 282.94%	45,030 $1.25 Million

Q3 2024 Oct 16, 2024	BUY	$75.47 - $83.18 $433,424 - $477,702	5,743 Added 95.46%	11,759 $977,000
Q2 2024 Jul 15, 2024	BUY	$75.69 - $81.19 $55,783 - $59,837	737 Added 13.96%	6,016 $468,000
Q1 2024 Apr 23, 2024	SELL	$72.89 - $81.43 $161,232 - $180,123	-2,212 Reduced 29.53%	5,279 $429,000
Q4 2023 Jan 10, 2024	BUY	$63.01 - $75.95 $232,821 - $280,635	3,695 Added 97.34%	7,491 $564,000
Q3 2023 Oct 18, 2023	SELL	$66.75 - $73.98 $21,360 - $23,673	-320 Reduced 7.77%	3,796 $256,000
Q2 2023 Jul 27, 2023	SELL	$65.29 - $71.03 $25,854 - $28,127	-396 Reduced 8.78%	4,116 $292,000
Q1 2023 Apr 21, 2023	SELL	$64.24 - $73.9 $35,781 - $41,162	-557 Reduced 10.99%	4,512 $306,000
Q4 2022 Jan 30, 2023	BUY	$61.05 - $69.94 $309,462 - $354,525	5,069 New	5,069 $332,000
Q1 2022 Apr 20, 2022	SELL	$70.66 - $80.89 $21,409 - $24,509	-303 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$76.01 - $83.39 $23,031 - $25,267	303 New	303 $24,000

Others Institutions Holding SCHM

# of Institutions

1,068

Shares Held

282M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Leverty Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History