Lederer & Associates Investment Counsel Schwab Strategic Tr Us Dividen Transaction History
Lederer & Associates Investment Counsel
- $138 Million
- Q2 2024
A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 8,484 shares of SCHD stock, worth $718,170. This represents 0.48% of its overall portfolio holdings.
Number of Shares
8,484
Previous 8,484
-0.0%
Holding current value
$718,170
Previous $684,000
3.51%
% of portfolio
0.48%
Previous 0.48%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio