Lifeworks Advisors »

Schwab Strategic Tr 0 shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr 0 by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $246k 9.3k 26.50
2024-12-31 $302k 12k 25.83

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Dell Technologies CL C (DELL)
Seagate Technology Hldngs Pl Ord Shs (STX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Mbs Etf (MBB)
Ishares Gold Tr Ishares New (IAU)
Corning Incorporated (GLW)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Hewlett Packard Enterprise (HPE)
Jabil Circuit (JBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Lifeworks Advisors

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Jpmorgan Chase & Co
Municipal Employees' Retirement System of Michigan
Sei Investments
MAI Wealth Advisors
HPM Partners
Lincoln National
Alliancebernstein
Ing Investment Management
Nepc
Central Trust & Investment
Quadratic Capital Management
Alesco Advisors
Elm Partners Management

View all funds holding Schwab Strategic Tr 0