SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 22,753 Value ($000) $684 Avg Close — Range —
Q3 2025
Shares 14,350 Value ($000) $425 Avg Close — Range —
Q2 2025
Shares 15,038 Value ($000) $422 Avg Close — Range —
Q1 2025
Shares 50,415 Value ($000) $1,321 Avg Close — Range —
Q4 2024
Shares 45,030 Value ($000) $1,248 Avg Close — Range —
Q3 2024
Shares 11,759 Value ($000) $977 Avg Close — Range —
Q2 2024
Shares 6,016 Value ($000) $468 Avg Close — Range —
Q1 2024
Shares 5,279 Value ($000) $430 Avg Close — Range —
Q4 2023
Shares 7,491 Value ($000) $564 Avg Close — Range —
Q3 2023
Shares 3,796 Value ($000) $257 Avg Close — Range —
Q2 2023
Shares 4,116 Value ($000) $292 Avg Close — Range —
Q1 2023
Shares 4,512 Value ($000) $306 Avg Close — Range —
Q4 2022
Shares 5,069 Value ($000) $333 Avg Close — Range —
Q4 2021
Shares 303 Value ($000) $24 Avg Close — Range —