Lederer & Associates Investment Counsel Schwab Strategic Tr Us Large C Transaction History
Lederer & Associates Investment Counsel
- $143 Million
- Q4 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 62,419 shares of SCHV stock, worth $1.69 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
62,419
Previous 20,761
200.66%
Holding current value
$1.69 Million
Previous $1.67 Million
2.52%
% of portfolio
1.14%
Previous 1.17%
Shares
17 transactions
Others Institutions Holding SCHV
# of Institutions
847Shares Held
173MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio