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Leverty Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Leverty Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$618K Sell
17,098
-259
-1% -$8.56K 0.12% 25
2026
Q1 		$505K Sell
17,357
-600
-3% -$18K 0.11% 23
2025
Q4 		$511K Sell
17,957
-2,578
-13% -$72.8K 0.12% 22
2025
Q3 		$573K Buy
20,535
+1,691
+9% +$45.2K 0.15% 21
2025
Q2 		$477K Sell
18,844
-14,147
-43% -$334K 0.14% 23
2025
Q1 		$773K Sell
32,991
-3,780
-10% -$96.3K 0.32% 19
2024
Q4 		$951K Buy
36,771
+2,855
+8% +$76K 0.48% 14
2024
Q3 		$873K Buy
33,916
+6,840
+25% +$170K 0.48% 15
2024
Q2 		$642K Buy
27,076
+5,492
+25% +$130K 0.38% 14
2024
Q1 		$531K Buy
21,584
+1,082
+5% +$25.3K 0.32% 15
2023
Q4 		$484K Buy
20,502
+7,722
+60% +$163K 0.31% 16
2023
Q3 		$265K Buy
12,780
+546
+4% +$12K 0.19% 21
2023
Q2 		$268K Sell
12,234
-30
-0.2% -$625 0.2% 22
2023
Q1 		$257K Buy
12,264
+2,082
+20% +$44.7K 0.2% 23
2022
Q4 		$206K Buy
+10,182
New +$209K 0.18% 27

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Leverty Financial Group's SCHA Position: Q2 2026 in Review

Leverty Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.5% in Q2 2026, selling an estimated $8.56K and leaving 17,098 shares worth $618K. The position accounts for 0.12% of the portfolio, ranked #25.

Leverty Financial Group first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. The position peaked at $951K in Q4 2024. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Leverty Financial Group held 17,098 shares of Schwab U.S Small- Cap ETF worth $618K as of Q2 2026.
  • Leverty Financial Group sold 259 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $8.56K.
  • Schwab U.S Small- Cap ETF made up 0.12% of Leverty Financial Group's portfolio in Q2 2026, its #25 holding.
  • Leverty Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Leverty Financial Group's Schwab U.S Small- Cap ETF position peaked at $951K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.