Lederer & Associates Investment Counsel Schwab Strategic U.S. Reit ETF Transaction History
Lederer & Associates Investment Counsel
- $151 Million
- Q2 2025
A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 51,759 shares of SCHH stock, worth $1.08 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
51,759
Previous 52,118
0.69%
Holding current value
$1.08 Million
Previous $1.12 Million
2.32%
% of portfolio
0.72%
Previous 0.82%
Shares
20 transactions
Others Institutions Holding SCHH
# of Institutions
563Shares Held
178MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.13 Billion2.51% of portfolio
-
Us Bancorp \De\30.5MShares$637 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$472 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$164 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.66MShares$160 Million0.14% of portfolio