Level Four Advisory Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Level Four Advisory Services, LLC

  • $2.29 Billion
  • Q4 2024

A detailed history of Level Four Advisory Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 11,389 shares of SCHB stock, worth $269,122. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,389
Previous 11,387 0.02%
Holding current value
$269,122
Previous $757,000 65.92%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$22.01 - $66.82 $44 - $133
2 Added 0.02%
11,389 $258,000
Q3 2024

Nov 14, 2024
BUY
$59.93 - $66.52 $448,396 - $497,702
7,482 Added 191.6%
11,387 $757,000
Q2 2024

Aug 09, 2024
SELL
$57.57 - $63.3 $16,407 - $18,040
-285 Reduced 6.8%
3,905 $245,000
Q4 2023

Feb 08, 2024
BUY
$47.61 - $55.91 $199,485 - $234,262
4,190 New
4,190 $233,000

Others Institutions Holding SCHB

# of Institutions
1,260
Shares Held
444M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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