Schwab Strategic Tr sht tm us tres shares owned by Lederer & Associates Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Lederer & Associates Investment Counsel
from 13F filings
Historical chart of Lederer & Associates Investment Counsel investment in Schwab Strategic Tr sht tm us tres
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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Lederer & Associates Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315k | 13k | 24.40 |
| 2025-06-30 | $434k | 18k | 24.35 |
| 2025-03-31 | $433k | 18k | 24.34 |
| 2024-12-31 | $428k | 18k | 24.09 |
| 2024-09-30 | $423k | 8.6k | 48.92 |
| 2024-06-30 | $415k | 8.6k | 48.08 |
| 2024-03-31 | $415k | 8.6k | 48.17 |
| 2023-12-31 | $415k | 8.6k | 48.44 |
| 2023-09-30 | $450k | 9.4k | 47.92 |
| 2023-06-30 | $544k | 11k | 48.02 |
| 2023-03-31 | $627k | 13k | 48.82 |
| 2022-12-31 | $643k | 13k | 48.24 |
| 2022-09-30 | $735k | 15k | 48.24 |
| 2022-06-30 | $759k | 15k | 49.20 |
| 2022-03-31 | $709k | 14k | 49.57 |
| 2021-12-31 | $727k | 14k | 50.83 |
| 2021-09-30 | $652k | 13k | 51.19 |
| 2021-06-30 | $622k | 12k | 51.20 |
| 2021-03-31 | $222k | 4.3k | 51.31 |
| 2020-12-31 | $207k | 4.0k | 51.56 |
| 2020-09-30 | $207k | 4.0k | 51.56 |
| 2020-06-30 | $219k | 4.2k | 51.58 |
| 2020-03-31 | $220k | 4.2k | 51.81 |
| 2019-12-31 | $278k | 5.5k | 50.54 |
| 2019-09-30 | $218k | 4.3k | 50.53 |
More positions owned by Lederer & Associates Investment Counsel
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