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 $207,924. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,748
Previous 10,046
2.97%
Holding current value
$207,924
Previous $233 Million
11.8%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
532Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.13 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$589 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$548 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$161 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$149 Million0.58% of portfolio