Level Four Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHX
CSIA
HSA
SFG
MGIA
Level Four Advisory Services's SCHX Position: Q2 2023 in Review
Level Four Advisory Services sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 265,887 shares — an estimated $4.29M sold.
Level Four Advisory Services first reported a position in SCHX in Q4 2022 and held it in 2 quarters. The position peaked at $5.91M in Q4 2022. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.
- Level Four Advisory Services reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
- Level Four Advisory Services sold 265,887 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $4.29M.
- Level Four Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 2 quarters.
- Level Four Advisory Services's Schwab US Large- Cap ETF position peaked at $5.91M in Q4 2022.
- 1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.
Based on Level Four Advisory Services's 13F filing for Q2 2023, filed 10 Jul 2023.