SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Leverty Financial Group, LLC's Holding History (CIK: 0001908386)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 438,536 Value ($000) $11,801 Avg Close — Range —
Q3 2025
Shares 421,107 Value ($000) $11,092 Avg Close — Range —
Q2 2025
Shares 425,566 Value ($000) $10,401 Avg Close — Range —
Q1 2025
Shares 3,780,762 Value ($000) $83,477 Avg Close — Range —
Q4 2024
Shares 2,601,192 Value ($000) $60,296 Avg Close — Range —
Q3 2024
Shares 874,803 Value ($000) $59,355 Avg Close — Range —
Q2 2024
Shares 550,936 Value ($000) $35,398 Avg Close — Range —
Q1 2024
Shares 570,226 Value ($000) $35,387 Avg Close — Range —
Q4 2023
Shares 553,654 Value ($000) $31,227 Avg Close — Range —
Q3 2023
Shares 531,156 Value ($000) $26,876 Avg Close — Range —
Q2 2023
Shares 918,874 Value ($000) $48,117 Avg Close — Range —
Q1 2023
Shares 882,777 Value ($000) $42,700 Avg Close — Range —
Q4 2022
Shares 830,306 Value ($000) $37,488 Avg Close — Range —