Lewis Asset Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Lewis Asset Management, LLC

  • $121 Billion
  • Q1 2025

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 10,359 shares of SCHH stock, worth $220,646. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,359
Previous 9,748 6.27%
Holding current value
$220,646
Previous $205 Million 8.54%
% of portfolio
0.18%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$20.2 - $22.24 $12,342 - $13,588
611 Added 6.27%
10,359 $223 Million
Q4 2024

Jan 23, 2025
SELL
$20.55 - $23.26 $6,123 - $6,931
-298 Reduced 2.97%
9,748 $205 Million
Q3 2024

Oct 31, 2024
BUY
$19.78 - $23.53 $198,709 - $236,382
10,046 New
10,046 $233 Million

Others Institutions Holding SCHH

# of Institutions
556
Shares Held
177M
Call Options Held
18.2K
Put Options Held
7.5K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email