Lewis Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Lewis Asset Management, LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lewis Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lewis Asset Management, LLC holds 8,077 shares of SCHD stock, worth $220,017. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,077
Previous 8,080 0.04%
Holding current value
$220,017
Previous $221 Million 0.44%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$26.44 - $27.53 $79 - $82
-3 Reduced 0.04%
8,077 $222 Million
Q3 2025

Oct 20, 2025
BUY
$26.38 - $27.95 $213,150 - $225,836
8,080 New
8,080 $221 Million

Others Institutions Holding SCHD

# of Institutions
2,060
Shares Held
865M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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