Lederer & Associates Investment Counsel Schwab Strategic Tr Us Large C Transaction History
Lederer & Associates Investment Counsel
- $138 Million
- Q2 2024
A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 19,927 shares of SCHV stock, worth $1.6 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
19,927
Previous 20,142
1.07%
Holding current value
$1.6 Million
Previous $1.53 Million
3.53%
% of portfolio
1.07%
Previous 1.06%
Shares
15 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.5 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$923 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$893 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$358 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$323 Million0.11% of portfolio