Lederer & Associates Investment Counsel Schwab Strategic U.S. Mid Cap Transaction History

Lederer & Associates Investment Counsel

  • $138 Million
  • Q2 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 4,172 shares of SCHM stock, worth $346,442. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,172
Previous 4,248 1.79%
Holding current value
$346,442
Previous $346,000 6.07%
% of portfolio
0.24%
Previous 0.24%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$75.69 - $81.19 $5,752 - $6,170
-76 Reduced 1.79%
4,172 $325,000
Q1 2024

Apr 29, 2024
SELL
$72.89 - $81.43 $218 - $244
-3 Reduced 0.07%
4,248 $346,000
Q4 2023

Jan 19, 2024
BUY
$63.01 - $75.95 $8,128 - $9,797
129 Added 3.13%
4,251 $320,000
Q3 2023

Oct 23, 2023
SELL
$66.75 - $73.98 $59,340 - $65,768
-889 Reduced 17.74%
4,122 $279,000
Q2 2023

Aug 04, 2023
SELL
$65.29 - $71.03 $26,899 - $29,264
-412 Reduced 7.6%
5,011 $356,000
Q1 2023

Apr 17, 2023
SELL
$64.24 - $73.9 $10,278 - $11,824
-160 Reduced 2.87%
5,423 $368,000
Q4 2022

Jan 12, 2023
BUY
$61.05 - $69.94 $4,761 - $5,455
78 Added 1.42%
5,583 $366,000
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $302 - $362
-5 Reduced 0.09%
5,505 $333,000
Q2 2022

Aug 09, 2022
SELL
$60.91 - $76.4 $41,175 - $51,646
-676 Reduced 10.93%
5,510 $346,000
Q1 2022

May 24, 2022
SELL
$70.66 - $80.89 $10,740 - $12,295
-152 Reduced 2.4%
6,186 $469,000
Q4 2021

Jan 24, 2022
BUY
$76.01 - $83.39 $61,568 - $67,545
810 Added 14.65%
6,338 $510,000
Q3 2021

Oct 22, 2021
BUY
$74.65 - $80.95 $87,713 - $95,116
1,175 Added 26.99%
5,528 $424,000
Q2 2021

Jul 23, 2021
BUY
$74.64 - $79.12 $373 - $395
5 Added 0.11%
4,353 $341,000
Q1 2021

Apr 19, 2021
BUY
$67.07 - $76.85 $41,180 - $47,185
614 Added 16.44%
4,348 $0
Q4 2020

Jan 25, 2021
SELL
$55.93 - $68.45 $14,485 - $17,728
-259 Reduced 6.49%
3,734 $255,000
Q3 2020

Jan 13, 2021
BUY
$51.99 - $58.83 $207,596 - $234,908
3,993 New
3,993 $222,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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