Lifeworks Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 101,044 shares of SCHF stock, worth $2.05 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
101,044
Previous 64,784
55.97%
Holding current value
$2.05 Million
Previous $2.66 Million
29.82%
% of portfolio
0.35%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,377Shares Held
1.4BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.81 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.68 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.5 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.45 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$849 Million0.75% of portfolio