Lederer & Associates Investment Counsel Schwab Strategic Tr 1 5 Yr C Transaction History

Lederer & Associates Investment Counsel

  • $144 Million
  • Q1 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 12,713 shares of SCHJ stock, worth $615,563. This represents 0.43% of its overall portfolio holdings.

Number of Shares
12,713
Previous 12,499 1.71%
Holding current value
$615,563
Previous $605,000 1.49%
% of portfolio
0.43%
Previous 0.45%

Shares

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

Apr 29, 2024
BUY
$48.03 - $48.53 $10,278 - $10,385
214 Added 1.71%
12,713 $614,000
Q4 2023

Jan 19, 2024
SELL
$46.51 - $48.38 $79,578 - $82,778
-1,711 Reduced 12.04%
12,499 $605,000
Q3 2023

Oct 23, 2023
SELL
$46.87 - $47.5 $205,337 - $208,097
-4,381 Reduced 23.57%
14,210 $667,000
Q2 2023

Aug 04, 2023
SELL
$47.14 - $47.79 $128,220 - $129,988
-2,720 Reduced 12.76%
18,591 $879,000
Q1 2023

Apr 17, 2023
SELL
$46.68 - $47.8 $13,163 - $13,479
-282 Reduced 1.31%
21,311 $1.01 Million
Q4 2022

Jan 12, 2023
SELL
$46.05 - $47.27 $19,387 - $19,900
-421 Reduced 1.91%
21,593 $1.01 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-2,509 Reduced 10.23%
22,014 $1.02 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-1,237 Reduced 4.8%
24,523 $1.16 Million
Q1 2022

May 24, 2022
SELL
N/A
-1,687 Reduced 6.15%
25,760 $1.25 Million
Q4 2021

Jan 24, 2022
BUY
N/A
2,519 Added 10.11%
27,447 $1.39 Million
Q3 2021

Oct 22, 2021
SELL
N/A
-110 Reduced 0.44%
24,928 $1.27 Million
Q2 2021

Jul 23, 2021
BUY
N/A
6,124 Added 32.38%
25,038 $1.28 Million
Q1 2021

Apr 19, 2021
BUY
N/A
5,093 Added 36.85%
18,914 $0
Q4 2020

Jan 25, 2021
BUY
N/A
6,742 Added 95.24%
13,821 $710,000
Q3 2020

Jan 13, 2021
BUY
N/A
7,079 New
7,079 $364,000

Others Institutions Holding SCHJ

# of Institutions
94
Shares Held
4.54M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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