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

Lederer & Associates Investment Counsel

  • $143 Million
  • Q4 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 12,863 shares of SCHM stock, worth $359,906. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,863
Previous 4,269 201.31%
Holding current value
$359,906
Previous $355,000 0.28%
% of portfolio
0.25%
Previous 0.25%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$27.54 - $83.04 $236,678 - $713,645
8,594 Added 201.31%
12,863 $356,000
Q3 2024

Oct 24, 2024
BUY
$75.47 - $83.18 $7,320 - $8,068
97 Added 2.33%
4,269 $355,000
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
1,006
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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