Level Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Level Financial Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,856	Closed	-$67.4K	–	215
2023 Q4	$67.4K	Sell	2,856 -760	-21%	-$16K	0.03%	101
2023 Q3	$74.9K	Sell	3,616 -2	-0.1%	-$44	0.04%	92
2023 Q2	$79.2K	Sell	3,618 -102	-3%	-$2.13K	0.04%	90
2023 Q1	$78K	Hold	3,720	–	–	0.05%	80
2022 Q4	$75K	Sell	3,720 -820	-18%	-$16.8K	0.05%	78
2022 Q3	$86K	Sell	4,540 -664	-13%	-$13.9K	0.06%	74
2022 Q2	$101K	Sell	5,204 -256	-5%	-$5.47K	0.07%	73
2022 Q1	$129K	Sell	5,460 -736	-12%	-$17.4K	0.1%	55
2021 Q4	$159K	Buy	+6,196	New	+$160K	0.12%	48

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Level Financial Advisors's SCHA Position: Q1 2024 in Review

Level Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 2,856 shares — an estimated $67.4K sold.

Level Financial Advisors first reported a position in SCHA in Q4 2021 and held it in 9 quarters. The position peaked at $159K in Q4 2021. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

Level Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 2,856 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $67.4K.
Level Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $159K in Q4 2021.
1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.