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

Level Financial Advisors, Inc.

$243 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$48.47 - $56.6 $59,327 - $69,278	1,224 Added 77.47%	2,804 $158,000
Q3 2023 Oct 18, 2023	SELL	$50.36 - $54.21 $755 - $813	-15 Reduced 0.94%	1,580 $79,000
Q2 2023 Jul 14, 2023	SELL	$47.67 - $52.37 $5,815 - $6,389	-122 Reduced 7.11%	1,595 $83,000
Q1 2023 Apr 10, 2023	SELL	$44.78 - $49.41 $537 - $592	-12 Reduced 0.69%	1,717 $83,000
Q4 2022 Jan 23, 2023	SELL	$42.25 - $48.16 $18,759 - $21,383	-444 Reduced 20.43%	1,729 $0
Q3 2022 Oct 18, 2022	SELL	$42.35 - $51.01 $3,091 - $3,723	-73 Reduced 3.25%	2,173 $92,000
Q2 2022 Aug 10, 2022	BUY	$43.35 - $54.51 $3,121 - $3,924	72 Added 3.31%	2,246 $100,000
Q1 2022 Apr 08, 2022	BUY	$49.51 - $57.27 $43,271 - $50,053	874 Added 67.23%	2,174 $117,000
Q4 2021 Jan 20, 2022	BUY	$51.9 - $57.29 $67,470 - $74,477	1,300 New	1,300 $148,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

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