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 $225,447. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,832
Previous 9,805
0.28%
Holding current value
$225,447
Previous $447 Million
4.55%
% of portfolio
0.34%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% 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