Level Financial Advisors, Inc. Schwab Strategic Tr Us Emergin 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	$23.83 - $26.11 $2,645 - $2,898	-111 Reduced 97.37%	3 $0
Q2 2023 Jul 14, 2023	SELL	$23.66 - $25.54 $3,454 - $3,728	-146 Reduced 56.15%	114 $2,000
Q1 2023 Apr 10, 2023	SELL	$23.32 - $26.39 $1,795 - $2,032	-77 Reduced 22.85%	260 $6,000
Q4 2022 Jan 23, 2023	SELL	$21.59 - $24.95 $7,103 - $8,208	-329 Reduced 49.4%	337 $0
Q3 2022 Oct 18, 2022	SELL	$22.4 - $25.83 $20,854 - $24,047	-931 Reduced 58.3%	666 $15,000
Q2 2022 Aug 10, 2022	SELL	$24.51 - $28.87 $30,858 - $36,347	-1,259 Reduced 44.08%	1,597 $41,000
Q1 2022 Apr 08, 2022	SELL	$25.61 - $30.82 $13,573 - $16,334	-530 Reduced 15.65%	2,856 $79,000
Q4 2021 Jan 20, 2022	BUY	$28.68 - $31.96 $97,110 - $108,216	3,386 New	3,386 $100,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

236M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.87 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$614 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$567 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$210 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$92.9 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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