Lewis Asset Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Lewis Asset Management, LLC
- $243 Billion
- Q3 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 10,877 shares of SCHH stock, worth $232,985. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,877
Previous 10,757
1.12%
Holding current value
$232,985
Previous $228 Million
3.08%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding SCHH
# of Institutions
595Shares Held
179MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$654 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$485 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$179 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$168 Million0.12% of portfolio