Level Wealth Management LLC's ownership history for SCHB

Level Wealth Management LLC currently holds 18.1K shares with a market value of $466.6K. It started holding SCHB on 2024-12-31. At its peak, it held 19.1K shares on 2024-12-31. Its highest holding value was $466.6K on 2025-09-30. At its lowest, it held 18.1K shares on 2025-09-30, with a value of $395.8K on 2025-03-31. In the recent 180 days, Level Wealth Management LLC has decreased its shares by 235.