Lifeworks Advisors, LLC's ownership history for SCHW

Lifeworks Advisors, LLC currently holds 3.0K shares with a market value of $300.9K. It started holding SCHW on 2025-06-30. At its peak, it held 3.0K shares on 2025-12-31. Its highest holding value was $300.9K on 2025-12-31. At its lowest, it held 2.4K shares on 2025-06-30, with a value of $219.9K on 2025-06-30. In the recent 180 days, Lifeworks Advisors, LLC has increased its shares by 602.