Lederer & Associates Investment Counsel Schwab Strategic Tr Us Dividen Transaction History
Lederer & Associates Investment Counsel
- $143 Million
- Q4 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 25,452 shares of SCHD stock, worth $707,311. This represents 0.49% of its overall portfolio holdings.
Number of Shares
25,452
Previous 8,484
200.0%
Holding current value
$707,311
Previous $717,000
3.07%
% of portfolio
0.49%
Previous 0.5%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,903Shares Held
674MCall Options Held
3.35MPut Options Held
1.22M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$603 Million0.22% of portfolio