Lifeworks Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 15,168 shares of SCHH stock, worth $322,168. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,168
Previous 11,994 26.46%
Holding current value
$322,168
Previous $277,000 15.16%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Feb 07, 2025
BUY
$20.55 - $23.26 $65,225 - $73,827
3,174 Added 26.46%
15,168 $319,000
Q3 2024

Nov 06, 2024
BUY
$19.78 - $23.53 $237,241 - $282,218
11,994 New
11,994 $277,000

Others Institutions Holding SCHH

# of Institutions
556
Shares Held
177M
Call Options Held
20.1K
Put Options Held
81.7K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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