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

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

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 77,913 shares of SCHX stock, worth $1.86 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
77,913
Previous 10,508 641.46%
Holding current value
$1.86 Million
Previous $675,000 683.11%
% of portfolio
1.07%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,379
Shares Held
472M
Call Options Held
34.3K
Put Options Held
1.2K
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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