Schwab U S Small Cap ETF shares owned by Leverty Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Leverty Financial Group
from 13F filings
Historical chart of Leverty Financial Group investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Leverty Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Leverty Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $511k | 18k | 28.48 |
| 2025-09-30 | $573k | 21k | 27.90 |
| 2025-06-30 | $477k | 19k | 25.30 |
| 2025-03-31 | $773k | 33k | 23.43 |
| 2024-12-31 | $951k | 37k | 25.86 |
| 2024-09-30 | $873k | 17k | 51.50 |
| 2024-06-30 | $642k | 14k | 47.45 |
| 2024-03-31 | $531k | 11k | 49.24 |
| 2023-12-31 | $484k | 10k | 47.24 |
| 2023-09-30 | $265k | 6.4k | 41.42 |
| 2023-06-30 | $268k | 6.1k | 43.80 |
| 2023-03-31 | $257k | 6.1k | 41.93 |
| 2022-12-31 | $206k | 5.1k | 40.51 |