Lederer & Associates Investment Counsel Schwab Strategic Tr Us Broad M Transaction History

Lederer & Associates Investment Counsel

  • $144 Million
  • Q1 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 6,333 shares of SCHB stock, worth $409,428. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,333
Previous 6,658 4.88%
Holding current value
$409,428
Previous $371,000 4.31%
% of portfolio
0.27%
Previous 0.27%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$54.61 - $61.05 $17,748 - $19,841
-325 Reduced 4.88%
6,333 $387,000
Q1 2022

May 24, 2022
BUY
N/A
3,329 Added 100.0%
6,658 $355,000
Q4 2021

Jan 24, 2022
SELL
N/A
-125 Reduced 3.62%
3,329 $376,000
Q1 2021

Apr 19, 2021
SELL
N/A
-204 Reduced 5.58%
3,454 $0
Q4 2020

Jan 25, 2021
SELL
N/A
-281 Reduced 7.13%
3,658 $333,000
Q3 2020

Jan 13, 2021
SELL
N/A
-7,835 Reduced 66.54%
3,939 $314,000
Q2 2020

Jul 14, 2020
SELL
N/A
-168 Reduced 1.41%
11,774 $865,000
Q1 2020

Apr 20, 2020
SELL
N/A
-29 Reduced 0.24%
11,942 $722,000
Q4 2019

Feb 07, 2020
BUY
N/A
4,272 Added 55.49%
11,971 $920,000
Q3 2019

Oct 07, 2019
SELL
N/A
-714 Reduced 8.49%
7,699 $547,000
Q2 2019

Jul 19, 2019
SELL
N/A
-193 Reduced 2.24%
8,413 $593,000
Q1 2019

Apr 12, 2019
BUY
N/A
31 Added 0.36%
8,606 $586,000
Q4 2018

Jan 25, 2019
BUY
N/A
266 Added 3.2%
8,575 $514,000
Q3 2018

Oct 22, 2018
BUY
N/A
43 Added 0.52%
8,309 $585,000
Q2 2018

Jul 27, 2018
SELL
N/A
-365 Reduced 4.23%
8,266 $545,000
Q1 2018

Apr 09, 2018
BUY
N/A
34 Added 0.4%
8,631 $551,000
Q4 2017

Jan 11, 2018
BUY
N/A
2,520 Added 41.47%
8,597 $555,000
Q3 2017

Oct 13, 2017
BUY
N/A
6,077
6,077 $370,000

Others Institutions Holding SCHB

# of Institutions
1,126
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Lederer & Associates Investment Counsel Portfolio

Follow Lederer & Associates Investment Counsel and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lederer & Associates Investment Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Lederer & Associates Investment Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email