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

423

Shares Held

45.7M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.71M
Shares

$160 Million
0.12% of portfolio
Savant Capital, LLC

3.18M
Shares

$108 Million
1.04% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$57.2 Million
0.21% of portfolio
State Street Corp Boston, MA

1.53M
Shares

$52.1 Million
0.0% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.53M
Shares

$52.1 Million
0.18% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.