Lederer & Associates Investment Counsel Schwab Strategic Tr Us Small C Transaction History
Lederer & Associates Investment Counsel
- $137 Million
- Q1 2025
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,260Shares Held
247MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$650 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$445 Million0.03% of portfolio
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Sei Investments CO Oaks, PA14.3MShares$353 Million0.45% of portfolio
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Personal Capital Advisors Corp10.5MShares$259 Million2.07% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$126 Million0.26% of portfolio