Level Financial Advisors, Inc. Schwab Strategic Tr Us Large 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
Q3 2023 Oct 18, 2023	SELL	$64.45 - $69.39 $3,480 - $3,747	-54 Reduced 25.84%	155 $9,000
Q2 2023 Jul 14, 2023	SELL	$63.33 - $67.21 $316 - $336	-5 Reduced 2.34%	209 $14,000
Q1 2023 Apr 10, 2023	SELL	$62.59 - $69.3 $125 - $138	-2 Reduced 0.93%	214 $14,000
Q4 2022 Jan 23, 2023	SELL	$59.13 - $69.24 $10,525 - $12,324	-178 Reduced 45.18%	216 $0
Q3 2022 Oct 18, 2022	SELL	$58.51 - $69.02 $23,521 - $27,746	-402 Reduced 50.5%	394 $23,000
Q2 2022 Aug 10, 2022	SELL	$60.93 - $72.3 $13,221 - $15,689	-217 Reduced 21.42%	796 $50,000
Q1 2022 Apr 08, 2022	SELL	$67.71 - $74.19 $16,385 - $17,953	-242 Reduced 19.28%	1,013 $72,000
Q4 2021 Jan 20, 2022	BUY	$67.9 - $73.3 $85,214 - $91,991	1,255 New	1,255 $92,000

Others Institutions Holding SCHV

# of Institutions

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$1.5 Billion
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$923 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$893 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$358 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$323 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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