Level Financial Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Level Financial Advisors, Inc.

$218 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	SELL	$38.13 - $48.02 $14,489 - $18,247	-380 Reduced 21.02%	1,428 $67,000
Q3 2023 Oct 18, 2023	SELL	$40.85 - $46.1 $40 - $46	-1 Reduced 0.06%	1,808 $74,000
Q2 2023 Jul 14, 2023	SELL	$39.91 - $43.82 $2,035 - $2,234	-51 Reduced 2.74%	1,809 $79,000
Q4 2022 Jan 23, 2023	SELL	$38.25 - $43.54 $15,682 - $17,851	-410 Reduced 18.06%	1,860 $0
Q3 2022 Oct 18, 2022	SELL	$37.65 - $45.9 $12,499 - $15,238	-332 Reduced 12.76%	2,270 $86,000
Q2 2022 Aug 10, 2022	SELL	$37.88 - $48.01 $4,848 - $6,145	-128 Reduced 4.69%	2,602 $101,000
Q1 2022 Apr 08, 2022	BUY	$44.42 - $51.73 $52,460 - $61,093	1,181 Added 76.24%	2,730 $129,000
Q4 2021 Jan 20, 2022	BUY	$48.64 - $55.07 $75,343 - $85,303	1,549 New	1,549 $159,000

Others Institutions Holding SCHA

# of Institutions

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$4.48 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$1.14 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.9M
Shares

$614 Million
2.11% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$541 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$378 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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