Lederer & Associates Investment Counsel Schwab Intermediate Term Us Tr Transaction History

Lederer & Associates Investment Counsel

  • $143 Million
  • Q4 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 18,379 shares of SCHR stock, worth $453,042. This represents 0.31% of its overall portfolio holdings.

Number of Shares
18,379
Previous 9,288 97.88%
Holding current value
$453,042
Previous $470,000 5.11%
% of portfolio
0.31%
Previous 0.33%

Shares

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

Jan 24, 2025
BUY
$24.19 - $50.58 $219,911 - $459,822
9,091 Added 97.88%
18,379 $446,000
Q3 2024

Oct 24, 2024
BUY
$48.4 - $50.91 $12,245 - $12,880
253 Added 2.8%
9,288 $470,000
Q2 2024

Aug 02, 2024
SELL
$47.85 - $49.0 $9,426 - $9,653
-197 Reduced 2.13%
9,035 $441,000
Q1 2024

Apr 29, 2024
BUY
$48.64 - $49.88 $17,802 - $18,256
366 Added 4.13%
9,232 $453,000
Q4 2023

Jan 19, 2024
SELL
$47.09 - $49.87 $61,358 - $64,980
-1,303 Reduced 12.81%
8,866 $441,000
Q3 2023

Oct 23, 2023
SELL
$47.78 - $49.59 $107,218 - $111,279
-2,244 Reduced 18.08%
10,169 $488,000
Q2 2023

Aug 04, 2023
SELL
$49.25 - $50.96 $109,926 - $113,742
-2,232 Reduced 15.24%
12,413 $612,000
Q1 2023

Apr 17, 2023
SELL
$48.55 - $50.78 $13,108 - $13,710
-270 Reduced 1.81%
14,645 $739,000
Q4 2022

Jan 12, 2023
BUY
$48.12 - $50.24 $9,768 - $10,198
203 Added 1.38%
14,915 $734,000
Q3 2022

Nov 14, 2022
SELL
$48.68 - $52.54 $109,724 - $118,425
-2,254 Reduced 13.29%
14,712 $723,000
Q2 2022

Aug 09, 2022
SELL
$50.08 - $52.78 $63,351 - $66,766
-1,265 Reduced 6.94%
16,966 $875,000
Q1 2022

May 24, 2022
SELL
$52.72 - $55.84 $67,481 - $71,475
-1,280 Reduced 6.56%
18,231 $971,000
Q4 2021

Jan 24, 2022
BUY
$55.82 - $56.81 $66,928 - $68,115
1,199 Added 6.55%
19,511 $1.1 Million
Q3 2021

Oct 22, 2021
SELL
$56.59 - $57.62 $36,104 - $36,761
-638 Reduced 3.37%
18,312 $1.04 Million
Q2 2021

Jul 23, 2021
SELL
$56.38 - $57.16 $135,086 - $136,955
-2,396 Reduced 11.22%
18,950 $1.08 Million
Q1 2021

Apr 19, 2021
BUY
$56.41 - $58.25 $247,301 - $255,368
4,384 Added 25.85%
21,346 $0
Q4 2020

Jan 25, 2021
BUY
$57.98 - $58.64 $371,187 - $375,413
6,402 Added 60.62%
16,962 $988,000
Q3 2020

Jan 13, 2021
BUY
$58.56 - $58.96 $17,802 - $17,923
304 Added 2.96%
10,560 $620,000
Q2 2020

Jul 14, 2020
BUY
$58.18 - $58.86 $24,842 - $25,133
427 Added 4.34%
10,256 $603,000
Q1 2020

Apr 20, 2020
BUY
$55.04 - $58.78 $8,586 - $9,169
156 Added 1.61%
9,829 $578,000
Q4 2019

Feb 07, 2020
BUY
$54.79 - $56.05 $529,983 - $542,171
9,673 New
9,673 $531,000

Others Institutions Holding SCHR

# of Institutions
445
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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