Lifeworks Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025

A detailed history of Lifeworks Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 116,881 shares of SCHX stock, worth $2.72 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
116,881
Previous 215,226 45.69%
Holding current value
$2.72 Million
Previous $4.99 Million 48.28%
% of portfolio
0.44%
Previous 0.93%

Shares

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

May 06, 2025
SELL
$21.75 - $24.28 $2.14 Million - $2.39 Million
-98,345 Reduced 45.69%
116,881 $2.58 Million
Q4 2024

Feb 07, 2025
BUY
$22.4 - $68.28 $3.08 Million - $9.38 Million
137,313 Added 176.24%
215,226 $4.99 Million
Q3 2024

Nov 06, 2024
BUY
$61.11 - $67.85 $4.12 Million - $4.57 Million
67,405 Added 641.46%
77,913 $5.29 Million
Q2 2024

Aug 13, 2024
BUY
$58.7 - $64.78 $616,819 - $680,708
10,508 New
10,508 $675,000

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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