Lederer & Associates Investment Counsel Schwab Us Aggregate Bond ETF Transaction History
Lederer & Associates Investment Counsel
- $142 Million
- Q3 2024
A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 13,908 shares of SCHZ stock, worth $312,790. This represents 0.47% of its overall portfolio holdings.
Number of Shares
13,908
Previous 13,656
1.85%
Holding current value
$312,790
Previous $622,000
6.27%
% of portfolio
0.47%
Previous 0.45%
Shares
29 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
83.3MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$142 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$93.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$70.5 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.2 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.1 Million17.53% of portfolio