Level Four Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Level Four Advisory Services’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284K	Buy	+9,800	New	+$274K	0.01%	787
2025 Q2	–	Sell	-11,348	Closed	-$244K	–	808
2025 Q1	$244K	Sell	11,348 -41	-0.4%	-$933	0.01%	680
2024 Q4	$259K	Sell	11,389 -22,772	-67%	-$520K	0.01%	662
2024 Q3	$251K	Buy	34,161 +22,446	+192%	+$479K	0.01%	683
2024 Q2	$246K	Sell	11,715 -855	-7%	-$17.3K	0.01%	669
2024 Q1	$233K	Hold	12,570	–	–	0.01%	682
2023 Q4	$233K	Buy	+12,570	New	+$217K	0.01%	679

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Level Four Advisory Services's SCHB Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 9,800 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in SCHB as recently as Q1 2025.

Level Four Advisory Services first reported a position in SCHB in Q4 2023 and has held it in 7 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Level Four Advisory Services held 9,800 shares of Schwab US Broad Market ETF worth $284K as of Q2 2026.
Schwab US Broad Market ETF was a new Level Four Advisory Services position in Q2 2026.
Schwab US Broad Market ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #787 holding.
Level Four Advisory Services first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 7 quarters since.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.