Leverty Financial Group
SCHA icon

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
Q3 		$545K Sell
16,711
-387
-2% -$13.2K 0.1% 26
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 $67.3B AUM 21.9% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Leverty Financial Group's SCHA Position: Q3 2026 in Review

Leverty Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.3% in Q3 2026, selling an estimated $13.2K and leaving 16,711 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #26.

Leverty Financial Group first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. The position peaked at $951K in Q4 2024. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Leverty Financial Group held 16,711 shares of Schwab U.S Small- Cap ETF worth $545K as of Q3 2026.
  • Leverty Financial Group sold 387 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $13.2K.
  • Schwab U.S Small- Cap ETF made up 0.1% of Leverty Financial Group's portfolio in Q3 2026, its #26 holding.
  • Leverty Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Leverty Financial Group's Schwab U.S Small- Cap ETF position peaked at $951K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.