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

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 10,218 shares of SCHA stock, worth $271,798. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,218
Previous 6,373 60.33%
Holding current value
$271,798
Previous $328,000 19.51%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Feb 07, 2025
BUY
$25.33 - $51.16 $97,393 - $196,710
3,845 Added 60.33%
10,218 $264,000
Q3 2024

Nov 06, 2024
BUY
$46.9 - $51.96 $298,893 - $331,141
6,373 New
6,373 $328,000

Others Institutions Holding SCHA

# of Institutions
1,235
Shares Held
270M
Call Options Held
64.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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