Level Financial Advisors, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Level Financial Advisors, Inc.

  • $327 Million
  • Q3 2025

A detailed history of Level Financial Advisors, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 17,685 shares of SCHJ stock, worth $441,240. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,685
Previous 19,901 11.14%
Holding current value
$441,240
Previous $493,000 10.55%
% of portfolio
0.13%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$24.65 - $24.98 $54,624 - $55,355
-2,216 Reduced 11.14%
17,685 $441,000
Q1 2025

Apr 10, 2025
BUY
$24.29 - $24.65 $483,395 - $490,559
19,901 New
19,901 $490,000

Others Institutions Holding SCHJ

# of Institutions
130
Shares Held
7.31M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
  • Industry ETFs
More about SCHJ
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