SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 17,957 Value ($000) $511 Avg Close Range
Q3 2025
Shares 20,535 Value ($000) $573 Avg Close Range
Q2 2025
Shares 18,844 Value ($000) $477 Avg Close Range
Q1 2025
Shares 32,991 Value ($000) $773 Avg Close Range
Q4 2024
Shares 36,771 Value ($000) $951 Avg Close Range
Q3 2024
Shares 16,958 Value ($000) $873 Avg Close Range
Q2 2024
Shares 13,538 Value ($000) $642 Avg Close Range
Q1 2024
Shares 10,792 Value ($000) $531 Avg Close Range
Q4 2023
Shares 10,251 Value ($000) $484 Avg Close Range
Q3 2023
Shares 6,390 Value ($000) $265 Avg Close Range
Q2 2023
Shares 6,117 Value ($000) $268 Avg Close Range
Q1 2023
Shares 6,132 Value ($000) $257 Avg Close Range
Q4 2022
Shares 5,091 Value ($000) $206 Avg Close Range