Lifeworks Advisors, LLC Schwab Strategic Tr Intl Small Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,301 shares of SCHC stock, worth $302,654. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,301
Previous 7,088
17.11%
Holding current value
$302,654
Previous $273,000
4.03%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHC
# of Institutions
453Shares Held
46.9MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$182 Million0.12% of portfolio
-
Savant Capital, LLC2.85MShares$104 Million0.8% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$61.2 Million0.21% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.66MShares$60.7 Million2.46% of portfolio
-
Envestnet Asset Management Inc1.55MShares$56.6 Million0.02% of portfolio