Lederer & Associates Investment Counsel Schwab Strategic Us Tips ETF Transaction History

Lederer & Associates Investment Counsel

$154 Million
Q3 2025

A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 57,130 shares of SCHP stock, worth $1.53 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

57,130

Previous 59,220 3.53%

Holding current value

$1.53 Million

Previous $1.58 Million 2.53%

% of portfolio

1.0%

Previous 1.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$26.44 - $27.1 $55,259 - $56,639	-2,090 Reduced 3.53%	57,130 $1.54 Million
Q2 2025 Jul 14, 2025	SELL	$26.18 - $26.93 $9,163 - $9,425	-350 Reduced 0.59%	59,220 $1.58 Million
Q1 2025 Apr 02, 2025	SELL	$25.69 - $26.89 $8,118 - $8,497	-316 Reduced 0.53%	59,570 $1.6 Million
Q4 2024 Jan 24, 2025	BUY	$25.74 - $53.78 $770,732 - $1.61 Million	29,943 Added 100.0%	59,886 $1.55 Million
Q3 2024 Oct 24, 2024	SELL	$51.58 - $53.79 $20,889 - $21,784	-405 Reduced 1.33%	29,943 $1.61 Million

Q2 2024 Aug 02, 2024	SELL	$51.1 - $52.24 $100,411 - $102,651	-1,965 Reduced 6.08%	30,348 $1.58 Million
Q1 2024 Apr 29, 2024	SELL	$51.32 - $52.45 $21,503 - $21,976	-419 Reduced 1.28%	32,313 $1.69 Million
Q4 2023 Jan 19, 2024	SELL	$49.69 - $52.46 $997,725 - $1.05 Million	-20,079 Reduced 38.02%	32,732 $1.71 Million
Q3 2023 Oct 23, 2023	SELL	$50.37 - $52.48 $84,218 - $87,746	-1,672 Reduced 3.07%	52,811 $2.67 Million
Q2 2023 Aug 04, 2023	SELL	$52.18 - $54.02 $15,393 - $15,935	-295 Reduced 0.54%	54,483 $2.86 Million
Q1 2023 Apr 17, 2023	SELL	$51.68 - $53.62 $29,457 - $30,563	-570 Reduced 1.03%	54,778 $2.94 Million
Q4 2022 Jan 12, 2023	SELL	$51.47 - $53.83 $579,243 - $605,802	-11,254 Reduced 16.9%	55,348 $2.87 Million
Q2 2022 Aug 09, 2022	SELL	$55.59 - $60.15 $262,329 - $283,847	-4,719 Reduced 6.62%	66,602 $3.72 Million
Q1 2022 May 24, 2022	SELL	$59.94 - $62.99 $9,410 - $9,889	-157 Reduced 0.22%	71,321 $4.33 Million
Q4 2021 Jan 24, 2022	BUY	$62.25 - $63.89 $593,989 - $609,638	9,542 Added 15.41%	71,478 $4.5 Million
Q3 2021 Oct 22, 2021	BUY	$62.25 - $63.89 $455,670 - $467,674	7,320 Added 13.4%	61,936 $3.88 Million
Q2 2021 Jul 23, 2021	BUY	$61.03 - $62.53 $748,899 - $767,305	12,271 Added 28.98%	54,616 $3.41 Million
Q1 2021 Apr 19, 2021	BUY	$60.52 - $62.31 $2.1 Million - $2.17 Million	34,775 Added 459.38%	42,345 $0
Q4 2020 Jan 25, 2021	BUY	$60.73 - $62.08 $66,195 - $67,667	1,090 Added 16.82%	7,570 $470,000
Q3 2020 Jan 13, 2021	BUY	$60.05 - $61.93 $389,124 - $401,306	6,480 New	6,480 $399,000

Others Institutions Holding SCHP

# of Institutions

761

Shares Held

385M

Call Options Held

4.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

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.

Account

Lederer & Associates Investment Counsel Schwab Strategic Us Tips ETF Transaction History