SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 297,405 Value ($000) $7,150 Avg Close — Range —
Q3 2025
Shares 296,690 Value ($000) $6,907 Avg Close — Range —
Q2 2025
Shares 304,488 Value ($000) $6,729 Avg Close — Range —
Q1 2025
Shares 2,468,385 Value ($000) $48,828 Avg Close — Range —
Q4 2024
Shares 2,388,795 Value ($000) $44,193 Avg Close — Range —
Q3 2024
Shares 773,916 Value ($000) $31,824 Avg Close — Range —
Q2 2024
Shares 773,867 Value ($000) $29,731 Avg Close — Range —
Q1 2024
Shares 756,820 Value ($000) $29,531 Avg Close — Range —
Q4 2023
Shares 783,415 Value ($000) $28,955 Avg Close — Range —
Q3 2023
Shares 763,759 Value ($000) $25,940 Avg Close — Range —
Q2 2023
Shares 737,933 Value ($000) $26,303 Avg Close — Range —
Q1 2023
Shares 719,134 Value ($000) $25,026 Avg Close — Range —
Q4 2022
Shares 703,473 Value ($000) $22,660 Avg Close — Range —
Q3 2022
Shares 1,009,227 Value ($000) $28,397 Avg Close — Range —
Q2 2022
Shares 932,097 Value ($000) $29,314 Avg Close — Range —
Q1 2022
Shares 938,882 Value ($000) $34,475 Avg Close — Range —
Q4 2021
Shares 850,286 Value ($000) $33,050 Avg Close — Range —