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
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 $45.6B AUM 18.83% 1-Year Est. Return

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

HCM

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Level Four Advisory Services's SCHB Position: Q2 2025 in Review

Level Four Advisory Services sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 11,348 shares — an estimated $244K sold.

Level Four Advisory Services first reported a position in SCHB in Q4 2023 and held it in 6 quarters. The position peaked at $259K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

Level Four Advisory Services reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
Level Four Advisory Services sold 11,348 Schwab US Broad Market ETF shares in Q2 2025, an estimated $244K.
Level Four Advisory Services first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 6 quarters.
Level Four Advisory Services's Schwab US Broad Market ETF position peaked at $259K in Q4 2024.
1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Level Four Advisory Services's 13F filing for Q2 2025, filed 13 Aug 2025.