Lewis Asset Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Lewis Asset Management, LLC
- $131 Billion
- Q4 2024
A detailed history of Lewis Asset Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Lewis Asset Management, LLC holds 9,748 shares of SCHH stock, worth $210,069. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,748
Previous 10,046
2.97%
Holding current value
$210,069
Previous $233 Million
11.8%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$613 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$524 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$156 Million0.55% of portfolio