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

Level Financial Advisors, Inc.

$243 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 18, 2023	SELL	$32.0 - $35.51 $5,600 - $6,214	-175 Reduced 79.19%	46 $1,000
Q2 2023 Jul 14, 2023	SELL	$32.67 - $34.58 $1,731 - $1,832	-53 Reduced 19.34%	221 $7,000
Q1 2023 Apr 10, 2023	SELL	$31.54 - $34.93 $1,671 - $1,851	-53 Reduced 16.21%	274 $9,000
Q4 2022 Jan 23, 2023	SELL	$27.31 - $32.98 $5,789 - $6,991	-212 Reduced 39.33%	327 $0
Q3 2022 Oct 18, 2022	SELL	$27.46 - $34.27 $23,176 - $28,923	-844 Reduced 61.03%	539 $15,000
Q2 2022 Aug 10, 2022	SELL	$31.0 - $38.49 $5,208 - $6,466	-168 Reduced 10.83%	1,383 $43,000
Q1 2022 Apr 08, 2022	SELL	$34.89 - $41.24 $4,361 - $5,155	-125 Reduced 7.46%	1,551 $59,000
Q4 2021 Jan 20, 2022	BUY	$39.06 - $43.63 $65,464 - $73,123	1,676 New	1,676 $69,000

Others Institutions Holding SCHC

# of Institutions

422

Shares Held

45.7M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.71M
Shares

$168 Million
0.12% of portfolio
Savant Capital, LLC

3.18M
Shares

$114 Million
1.04% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$59.9 Million
0.21% of portfolio
State Street Corp Boston, MA

1.53M
Shares

$54.6 Million
0.0% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.53M
Shares

$54.6 Million
0.18% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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