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 $441,707. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,284
Previous 5,050 202.65%
Holding current value
$441,707
Previous $393,000 222.9%
% of portfolio
0.06%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $772,359 - $851,264
10,234 Added 202.65%
15,284 $1.27 Million
Q2 2024

Aug 09, 2024
SELL
$75.69 - $81.19 $334,322 - $358,616
-4,417 Reduced 46.66%
5,050 $393,000
Q4 2023

Feb 08, 2024
SELL
$63.01 - $75.95 $80,211 - $96,684
-1,273 Reduced 11.85%
9,467 $713,000
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $66,549 - $73,758
997 Added 10.23%
10,740 $726,000
Q2 2023

Jul 10, 2023
BUY
$65.29 - $71.03 $432,546 - $470,573
6,625 Added 212.48%
9,743 $692,000
Q1 2023

Jun 05, 2023
BUY
$64.24 - $73.9 $200,300 - $230,420
3,118 New
3,118 $211,000
Q4 2020

Feb 10, 2021
SELL
$55.93 - $68.45 $261,416 - $319,935
-4,674 Closed
0 $0
Q3 2020

Nov 02, 2020
SELL
$51.99 - $58.83 $4,471 - $5,059
-86 Reduced 1.81%
4,674 $259,000
Q2 2020

Aug 17, 2020
BUY
$39.01 - $57.03 $185,687 - $271,462
4,760 New
4,760 $251,000
Q2 2020

Jul 27, 2020
SELL
$39.01 - $57.03 $333,613 - $487,720
-8,552 Closed
0 $0
Q1 2020

May 13, 2020
SELL
$35.83 - $62.24 $947,381 - $1.65 Million
-26,441 Reduced 75.56%
8,552 $363,000
Q4 2019

Feb 13, 2020
SELL
$54.56 - $60.24 $264,015 - $291,501
-4,839 Reduced 12.15%
34,993 $2.11 Million
Q3 2019

Nov 12, 2019
SELL
$56.23 - $57.59 $1.63 Million - $1.67 Million
-28,959 Reduced 42.1%
39,832 $2.25 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-5,151 Reduced 6.97%
68,791 $3.93 Million
Q1 2019

May 15, 2019
SELL
N/A
-50,866 Reduced 40.76%
73,942 $4.1 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-26,450 Reduced 17.49%
124,808 $5.98 Million
Q3 2018

Nov 14, 2018
BUY
N/A
115,832 Added 326.97%
151,258 $8.75 Million
Q2 2018

Aug 14, 2018
BUY
N/A
15,148 Added 74.7%
35,426 $1.95 Million
Q1 2018

May 14, 2018
BUY
N/A
6,264 Added 44.7%
20,278 $1.07 Million
Q4 2017

Feb 13, 2018
BUY
N/A
6,374 Added 83.43%
14,014 $747,000
Q3 2017

Apr 03, 2018
SELL
N/A
-1,439 Reduced 15.85%
7,640 $383,000
Q3 2017

Nov 15, 2017
BUY
N/A
9,079
9,079 $459,000

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
144M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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