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

Leverty Financial Group, LLC

$148 Million
Q2 2024

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 13,538 shares of SCHA stock, worth $666,881. This represents 0.43% of its overall portfolio holdings.

Number of Shares

13,538

Previous 10,792 25.44%

Holding current value

$666,881

Previous $531,000 20.9%

% of portfolio

0.43%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$39.61 - $43.54 $201,654 - $221,662	5,091 New	5,091 $206,000

Others Institutions Holding SCHA

# of Institutions

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

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