Level Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Level Wealth Management LLC
- $142 Billion
- Q4 2024
A detailed history of Level Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Level Wealth Management LLC holds 19,111 shares of SCHB stock, worth $451,019. This represents 0.31% of its overall portfolio holdings.
Number of Shares
19,111Holding current value
$451,019% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,190Shares Held
231MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$486 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
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Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio