Lederer & Associates Investment Counsel Schwab Strategic Tr Us Large C Transaction History

Lederer & Associates Investment Counsel

  • $144 Million
  • Q1 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 20,142 shares of SCHV stock, worth $1.49 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
20,142
Previous 20,162 0.1%
Holding current value
$1.49 Million
Previous $1.41 Million 8.28%
% of portfolio
1.06%
Previous 1.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$68.82 - $75.98 $1,376 - $1,519
-20 Reduced 0.1%
20,142 $1.53 Million
Q4 2023

Jan 19, 2024
BUY
$61.16 - $70.24 $28,500 - $32,731
466 Added 2.37%
20,162 $1.41 Million
Q3 2023

Oct 23, 2023
BUY
$64.45 - $69.39 $73,473 - $79,104
1,140 Added 6.14%
19,696 $1.27 Million
Q2 2023

Aug 04, 2023
SELL
$63.33 - $67.21 $58,896 - $62,505
-930 Reduced 4.77%
18,556 $1.25 Million
Q1 2023

Apr 17, 2023
SELL
$62.59 - $69.3 $31,169 - $34,511
-498 Reduced 2.49%
19,486 $1.28 Million
Q4 2022

Jan 12, 2023
SELL
$64.27 - $69.24 $29,178 - $31,434
-454 Reduced 2.22%
19,984 $1.32 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-664 Reduced 3.15%
20,438 $1.28 Million
Q1 2022

May 24, 2022
BUY
N/A
2,842 Added 15.56%
21,102 $1.51 Million
Q4 2021

Jan 24, 2022
BUY
N/A
2,337 Added 14.68%
18,260 $1.34 Million
Q3 2021

Oct 22, 2021
BUY
N/A
1,273 Added 8.69%
15,923 $1.07 Million
Q2 2021

Jul 23, 2021
SELL
N/A
-57 Reduced 0.39%
14,650 $1 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-1,494 Reduced 9.22%
14,707 $0
Q4 2020

Jan 25, 2021
SELL
N/A
-251 Reduced 1.53%
16,201 $964,000
Q3 2020

Jan 13, 2021
BUY
N/A
16,452 New
16,452 $859,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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