Level Wealth Management LLC's ownership history for SCHB

Level Wealth Management LLC currently holds 13.2K shares with a market value of $346.4K. 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 13.2K shares on 2025-12-31, with a value of $346.4K on 2025-12-31. In the recent 180 days, Level Wealth Management LLC has decreased its shares by 5.2K. In the recent year, Level Wealth Management LLC has decreased its shares by 5.9K.