Level Financial Advisors, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History
Level Financial Advisors, Inc.
- $297 Million
- Q2 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 19,901 shares of SCHJ stock, worth $493,146. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,901
Previous 19,901
-0.0%
Holding current value
$493,146
Previous $490,000
0.61%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
132Shares Held
7.47MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc375KShares$9.29 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.23 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.28 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.03 Million5.51% of portfolio