Lederer & Associates Investment Counsel Schwab Strategic Tr 1 5 Yr C Transaction History
Lederer & Associates Investment Counsel
- $138 Million
- Q2 2024
A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 12,216 shares of SCHJ stock, worth $601,271. This represents 0.43% of its overall portfolio holdings.
Number of Shares
12,216
Previous 12,713
3.91%
Holding current value
$601,271
Previous $614,000
3.91%
% of portfolio
0.43%
Previous 0.43%
Shares
16 transactions
Others Institutions Holding SCHJ
# of Institutions
97Shares Held
4.64MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$84.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc185KShares$9.12 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$8.18 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$8.1 Million0.02% of portfolio
-
Tap Consulting, LLC156KShares$7.66 Million1.65% of portfolio