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

Leverty Financial Group, LLC

$182 Million
Q3 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 16,958 shares of SCHA stock, worth $448,030. This represents 0.48% of its overall portfolio holdings.

Number of Shares

16,958

Previous 13,538 25.26%

Holding current value

$448,030

Previous $642,000 35.98%

% of portfolio

0.48%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

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