Level Four Advisory Services, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 15,284 shares of SCHM stock, worth $439,415. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,284
Previous 5,050
202.65%
Holding current value
$439,415
Previous $393,000
222.9%
% of portfolio
0.06%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
980Shares Held
173MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio