Level Four Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History

Level Four Advisory Services, LLC

  • $2.3 Billion
  • Q3 2024

A detailed history of Level Four Advisory Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 22,795 shares of SCHA stock, worth $635,068. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,795
Previous 11,446 99.15%
Holding current value
$635,068
Previous $543,000 116.02%
% of portfolio
0.05%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$46.9 - $51.96 $532,268 - $589,694
11,349 Added 99.15%
22,795 $1.17 Million
Q2 2024

Aug 09, 2024
SELL
$45.24 - $49.04 $80,029 - $86,751
-1,769 Reduced 13.39%
11,446 $543,000
Q4 2023

Feb 08, 2024
BUY
$38.13 - $48.02 $62,342 - $78,512
1,635 Added 14.12%
13,215 $624,000
Q3 2023

Nov 13, 2023
BUY
$40.85 - $46.1 $28,063 - $31,670
687 Added 6.31%
11,580 $479,000
Q2 2023

Jul 10, 2023
BUY
$39.91 - $43.82 $50,765 - $55,739
1,272 Added 13.22%
10,893 $477,000
Q1 2023

Jun 05, 2023
BUY
$39.82 - $46.36 $29,745 - $34,630
747 Added 8.42%
9,621 $403,000
Q4 2022

Feb 13, 2023
BUY
$38.25 - $43.54 $339,430 - $386,373
8,874 New
8,874 $359,000
Q4 2018

Feb 08, 2019
SELL
N/A
-28,439 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
4,398 Added 18.29%
28,439 $2.17 Million
Q2 2018

Aug 14, 2018
BUY
N/A
8,923 Added 59.02%
24,041 $1.77 Million
Q1 2018

May 14, 2018
BUY
N/A
9,472 Added 167.76%
15,118 $1.05 Million
Q4 2017

Feb 13, 2018
BUY
N/A
1,030 Added 22.31%
5,646 $394,000
Q3 2017

Apr 03, 2018
BUY
N/A
131 Added 2.92%
4,616 $311,000
Q3 2017

Nov 15, 2017
BUY
N/A
4,485
4,485 $305,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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