Lifeworks Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 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 11,994 shares of SCHH stock, worth $253,793. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,994Holding current value
$253,793% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
528Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.12 Billion2.52% of portfolio
-
Us Bancorp \De\28.4MShares$602 Million0.79% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$544 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$160 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$148 Million0.58% of portfolio