Schwab Strategic Tr us dividend eq shares owned by Lederer & Associates Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Lederer & Associates Investment Counsel
from 13F filings
Historical chart of Lederer & Associates Investment Counsel investment in Schwab Strategic Tr us dividend eq
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us dividend eq held by Lederer & Associates Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Lederer & Associates Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $717k | 8.5k | 84.51 |
| 2024-06-30 | $660k | 8.5k | 77.79 |
| 2024-03-31 | $684k | 8.5k | 80.62 |
| 2023-12-31 | $646k | 8.5k | 76.14 |
| 2023-09-30 | $600k | 8.5k | 70.72 |
| 2023-06-30 | $616k | 8.5k | 72.61 |
| 2023-03-31 | $621k | 8.5k | 73.20 |
| 2022-12-31 | $643k | 8.5k | 75.52 |
| 2022-09-30 | $564k | 8.5k | 66.47 |
| 2022-06-30 | $608k | 8.5k | 71.66 |
| 2022-03-31 | $466k | 5.9k | 78.85 |
| 2021-12-31 | $478k | 5.9k | 80.88 |
| 2021-09-30 | $432k | 5.8k | 74.29 |
| 2021-06-30 | $440k | 5.8k | 75.67 |
| 2021-03-31 | $429k | 5.9k | 72.92 |
| 2020-12-31 | $366k | 6.6k | 55.32 |
| 2020-09-30 | $366k | 6.6k | 55.32 |
| 2020-06-30 | $632k | 12k | 51.78 |
| 2020-03-31 | $576k | 13k | 44.95 |
| 2019-12-31 | $788k | 14k | 57.92 |
| 2019-09-30 | $394k | 7.2k | 54.79 |
| 2019-06-30 | $328k | 6.2k | 53.07 |
| 2019-03-31 | $324k | 6.2k | 52.37 |
| 2018-12-31 | $286k | 6.1k | 47.05 |
| 2018-09-30 | $321k | 6.1k | 52.94 |
| 2018-06-30 | $297k | 6.0k | 49.25 |
| 2018-03-31 | $286k | 5.8k | 49.05 |
| 2017-12-31 | $301k | 5.9k | 51.17 |
More positions owned by Lederer & Associates Investment Counsel
View all positions for Lederer & Associates Investment Counsel
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq