Lifeworks Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,355 shares of SCHR stock, worth $203,862. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,355Holding current value
$203,862% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
442Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.3 Billion1.0% of portfolio
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Royal Bank Of Canada Toronto, A615.9MShares$389 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.7MShares$309 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.47MShares$207 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO7.78MShares$190 Million0.2% of portfolio