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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,412	Closed	-$158K	–	223
2023 Q4	$158K	Buy	8,412 +3,672	+77%	+$64.5K	0.08%	72
2023 Q3	$79.9K	Sell	4,740 -45	-0.9%	-$789	0.04%	88
2023 Q2	$83.5K	Sell	4,785 -366	-7%	-$6.04K	0.05%	84
2023 Q1	$83K	Sell	5,151 -36	-0.7%	-$567	0.05%	76
2022 Q4	$78K	Sell	5,187 -1,332	-20%	-$20.2K	0.05%	77
2022 Q3	$92K	Sell	6,519 -219	-3%	-$3.44K	0.07%	73
2022 Q2	$100K	Buy	6,738 +216	+3%	+$3.5K	0.07%	74
2022 Q1	$117K	Sell	6,522 -1,278	-16%	-$22.6K	0.09%	59
2021 Q4	$148K	Buy	+7,800	New	+$144K	0.11%	50

Other funds holding SCHX

CSIA

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

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

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Level Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 8,412 shares — an estimated $158K sold.

Level Financial Advisors first reported a position in SCHX in Q4 2021 and held it in 9 quarters. The position peaked at $158K in Q4 2023. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Level Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 8,412 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $158K.
Level Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Schwab US Large- Cap ETF position peaked at $158K in Q4 2023.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

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