Lewis Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Lewis Asset Management, LLC

  • $121 Billion
  • Q1 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 10,603 shares of SCHZ stock, worth $489,328. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,603
Previous 11,073 4.24%
Holding current value
$489,328
Previous $516 Million 5.51%
% of portfolio
0.4%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$45.44 - $46.67 $21,356 - $21,934
-470 Reduced 4.24%
10,603 $488 Million
Q4 2023

Jan 23, 2024
BUY
$43.09 - $46.83 $477,135 - $518,548
11,073 New
11,073 $516 Million

Others Institutions Holding SCHZ

# of Institutions
602
Shares Held
107M
Call Options Held
600
Put Options Held
3.6K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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