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Lewis Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Lewis Asset Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$228K Buy
10,757
+398
+4% +$8.42K 0.11% 166
2025
Q1 		$223K Buy
10,359
+611
+6% +$13.1K 0.18% 117
2024
Q4 		$205K Sell
9,748
-298
-3% -$6.28K 0.16% 124
2024
Q3 		$233K Buy
+10,046
New +$233K 0.17% 117