Lifeworks Advisors, LLC's ownership history for SCHW

Lifeworks Advisors, LLC currently holds 2.7K shares with a market value of $255.7K. It started holding SCHW on 2025-06-30. At its peak, it held 2.7K shares on 2025-09-30. Its highest holding value was $255.7K on 2025-09-30. At its lowest, it held 2.4K shares on 2025-06-30, with a value of $219.9K on 2025-06-30.