Lifeworks Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 215,226 shares of SCHX stock, worth $5.11 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
215,226
Previous 77,913 176.24%
Holding current value
$5.11 Million
Previous $5.29 Million 5.64%
% of portfolio
0.93%
Previous 1.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$22.4 - $68.28 $3.08 Million - $9.38 Million
137,313 Added 176.24%
215,226 $4.99 Million
Q3 2024

Nov 06, 2024
BUY
$61.11 - $67.85 $4.12 Million - $4.57 Million
67,405 Added 641.46%
77,913 $5.29 Million
Q2 2024

Aug 13, 2024
BUY
$58.7 - $64.78 $616,819 - $680,708
10,508 New
10,508 $675,000

Others Institutions Holding SCHX

# of Institutions
1,465
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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