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 $803,000. This represents 0.4% of its overall portfolio holdings.

Number of Shares
32,991
Previous 36,771 10.28%
Holding current value
$803,000
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
1,256
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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