Level Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Level Wealth Management LLC

  • $190 Billion
  • Q3 2025

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 18,150 shares of SCHB stock, worth $468,633. This represents 0.25% of its overall portfolio holdings.

Number of Shares
18,150
Previous 18,385 1.28%
Holding current value
$468,633
Previous $438 Million 6.51%
% of portfolio
0.25%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$23.82 - $25.84 $5,597 - $6,072
-235 Reduced 1.28%
18,150 $467 Million
Q1 2025

Apr 28, 2025
SELL
$21.23 - $23.75 $15,412 - $17,242
-726 Reduced 3.8%
18,385 $396 Million
Q4 2024

Jan 24, 2025
BUY
$22.01 - $66.82 $420,633 - $1.28 Million
19,111 New
19,111 $434 Million

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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