Lederer & Associates Investment Counsel Schwab Strategic Us Tips ETF Transaction History
Lederer & Associates Investment Counsel
- $144 Million
- Q1 2024
A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 32,313 shares of SCHP stock, worth $1.69 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
32,313
Previous 32,732
1.28%
Holding current value
$1.69 Million
Previous $1.71 Million
1.4%
% of portfolio
1.17%
Previous 1.27%
Shares
14 transactions
Others Institutions Holding SCHP
# of Institutions
689Shares Held
163MCall Options Held
123KPut Options Held
4.8K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA17.9MShares$938 Million1.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.9MShares$884 Million3.27% of portfolio
-
Quadratic Capital Management LLC10.1MShares$530 Million96.39% of portfolio
-
Personal Capital Advisors Corp8.42MShares$441 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.32MShares$279 Million0.42% of portfolio