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

Lifeworks Advisors, LLC

$720 Million
Q3 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 76,342 shares of SCHX stock, worth $2.06 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

76,342

Previous 93,745 18.56%

Holding current value

$2.06 Million

Previous $2.29 Million 12.27%

% of portfolio

0.28%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$24.46 - $26.5 $425,677 - $461,179	-17,403 Reduced 18.56%	76,342 $2.01 Million
Q2 2025 Aug 04, 2025	SELL	$19.6 - $24.44 $453,465 - $565,443	-23,136 Reduced 19.79%	93,745 $2.29 Million
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

1,616

Shares Held

1.14B

Call Options Held

58.5K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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