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 $1.82 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
77,913
Previous 10,508 641.46%
Holding current value
$1.82 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
1,351
Shares Held
348M
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
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email