Level Four Advisory Services, LLC Schwab Strategic Tr Us Broad M 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 Tr Us Broad M stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 11,387 shares of SCHB stock, worth $266,000. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,387
Previous 3,905
191.6%
Holding current value
$266,000
Previous $245,000
208.98%
% of portfolio
0.03%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,202Shares Held
300MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio