Lewis Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Lewis Asset Management, LLC
- $137 Billion
- Q3 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 9,832 shares of SCHZ stock, worth $225,349. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,832
Previous 9,805
0.28%
Holding current value
$225,349
Previous $447 Million
4.55%
% of portfolio
0.34%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$775 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.9 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio