Level Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-465	Closed	-$10.9K	–	222
2023 Q4	$10.9K	Hold	465	–	–	0.01%	189
2023 Q3	$9.98K	Sell	465 -162	-26%	-$3.64K	0.01%	194
2023 Q2	$14.1K	Sell	627 -15	-2%	-$328	0.01%	170
2023 Q1	$14.1K	Sell	642 -6	-0.9%	-$133	0.01%	157
2022 Q4	$14K	Sell	648 -534	-45%	-$11.6K	0.01%	147
2022 Q3	$23K	Sell	1,182 -1,206	-51%	-$26K	0.02%	128
2022 Q2	$50K	Sell	2,388 -651	-21%	-$14.6K	0.04%	99
2022 Q1	$72K	Sell	3,039 -726	-19%	-$17.2K	0.06%	71
2021 Q4	$92K	Buy	+3,765	New	+$89.2K	0.07%	66

Other funds holding SCHV

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Level Financial Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2024, closing a stake of 465 shares — an estimated $10.9K sold.

Level Financial Advisors first reported a position in SCHV in Q4 2021 and held it in 9 quarters. The position peaked at $92K in Q4 2021. 753 funds tracked by Wall St. Rank hold SCHV as of Q1 2024.

Level Financial Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 465 Schwab US Large-Cap Value ETF shares in Q1 2024, an estimated $10.9K.
Level Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $92K in Q4 2021.
753 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2024.

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