Schwab Strategic Tr 1 5yr corp bd shares owned by Lederer & Associates Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Lederer & Associates Investment Counsel
from 13F filings
Historical chart of Lederer & Associates Investment Counsel investment in Schwab Strategic Tr 1 5yr corp bd
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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Lederer & Associates Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $490k | 20k | 24.94 |
| 2025-06-30 | $606k | 24k | 24.80 |
| 2025-03-31 | $603k | 25k | 24.65 |
| 2024-12-31 | $595k | 24k | 24.38 |
| 2024-09-30 | $618k | 13k | 49.61 |
| 2024-06-30 | $590k | 12k | 48.30 |
| 2024-03-31 | $614k | 13k | 48.30 |
| 2023-12-31 | $605k | 13k | 48.40 |
| 2023-09-30 | $667k | 14k | 46.94 |
| 2023-06-30 | $879k | 19k | 47.28 |
| 2023-03-31 | $1.0M | 21k | 47.58 |
| 2022-12-31 | $1.0M | 22k | 46.91 |
| 2022-09-30 | $1.0M | 22k | 46.29 |
| 2022-06-30 | $1.2M | 25k | 47.47 |
| 2022-03-31 | $1.3M | 26k | 48.56 |
| 2021-12-31 | $1.4M | 27k | 50.53 |
| 2021-09-30 | $1.3M | 25k | 51.07 |
| 2021-06-30 | $1.3M | 25k | 51.16 |
| 2021-03-31 | $964k | 19k | 50.98 |
| 2020-12-31 | $710k | 14k | 51.37 |
| 2020-09-30 | $364k | 7.1k | 51.42 |
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