Level Four Advisory Services, LLC Schwab Strategic Tr Us Broad M Transaction History
Level Four Advisory Services, LLC
- $2.11 Billion
- Q2 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 3,905 shares of SCHB stock, worth $86,339. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,905
Previous 4,190
6.8%
Holding current value
$86,339
Previous $255,000
3.92%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio