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
Others Institutions Holding SCHR
# of Institutions
445Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.35 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$312 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio