Lewis Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Lewis Asset Management, LLC
- $131 Billion
- Q2 2024
A detailed history of Lewis Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lewis Asset Management, LLC holds 9,805 shares of SCHZ stock, worth $465,051. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,805
Previous 10,603
7.53%
Holding current value
$465,051
Previous $488 Million
8.37%
% of portfolio
0.34%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio