Schwab U S Broad Market ETF shares owned by Lederer & Associates Investment Counsel
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Lederer & Associates Investment Counsel
from 13F filings
Historical chart of Lederer & Associates Investment Counsel investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Lederer & Associates Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $387k | 6.3k | 61.11 |
| 2023-12-31 | $371k | 6.7k | 55.72 |
| 2023-09-30 | $332k | 6.7k | 49.86 |
| 2023-06-30 | $344k | 6.7k | 51.67 |
| 2023-03-31 | $319k | 6.7k | 47.91 |
| 2022-12-31 | $298k | 6.7k | 44.76 |
| 2022-09-30 | $280k | 6.7k | 42.05 |
| 2022-06-30 | $294k | 6.7k | 44.16 |
| 2022-03-31 | $355k | 6.7k | 53.32 |
| 2021-12-31 | $376k | 3.3k | 112.95 |
| 2021-09-30 | $359k | 3.5k | 103.94 |
| 2021-06-30 | $360k | 3.5k | 104.23 |
| 2021-03-31 | $334k | 3.5k | 96.71 |
| 2020-12-31 | $314k | 3.9k | 79.72 |
| 2020-09-30 | $314k | 3.9k | 79.72 |
| 2020-06-30 | $865k | 12k | 73.47 |
| 2020-03-31 | $722k | 12k | 60.46 |
| 2019-12-31 | $920k | 12k | 76.85 |
| 2019-09-30 | $547k | 7.7k | 71.05 |
| 2019-06-30 | $593k | 8.4k | 70.49 |
| 2019-03-31 | $586k | 8.6k | 68.09 |
| 2018-12-31 | $514k | 8.6k | 59.94 |
| 2018-09-30 | $585k | 8.3k | 70.41 |
| 2018-06-30 | $545k | 8.3k | 65.93 |
| 2018-03-31 | $551k | 8.6k | 63.84 |
| 2017-12-31 | $555k | 8.6k | 64.56 |
| 2017-09-30 | $370k | 6.1k | 60.89 |
| 2017-06-30 | $284k | 4.8k | 58.57 |
| 2017-03-31 | $287k | 5.0k | 57.07 |
| 2016-12-31 | $259k | 4.8k | 54.21 |
| 2015-09-30 | $213k | 4.6k | 46.43 |
| 2015-06-30 | $230k | 4.6k | 50.22 |
| 2015-03-31 | $230k | 4.6k | 50.52 |
| 2014-12-31 | $209k | 4.2k | 49.83 |
More positions owned by Lederer & Associates Investment Counsel
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