Lifeworks Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025

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 8,815 shares of SCHR stock, worth $219,140. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,815
Previous 8,355 5.51%
Holding current value
$219,140
Previous $202,000 8.42%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$24.05 - $24.86 $11,063 - $11,435
460 Added 5.51%
8,815 $219,000
Q4 2024

Feb 07, 2025
BUY
$24.19 - $50.58 $202,107 - $422,595
8,355 New
8,355 $202,000

Others Institutions Holding SCHR

# of Institutions
483
Shares Held
363M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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