Schwab Strategic Tr intrm trm shares owned by Lederer & Associates Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Lederer & Associates Investment Counsel
from 13F filings
Historical chart of Lederer & Associates Investment Counsel investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Lederer & Associates Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 14k | 25.16 |
| 2025-06-30 | $461k | 18k | 25.01 |
| 2025-03-31 | $458k | 18k | 24.88 |
| 2024-12-31 | $446k | 18k | 24.27 |
| 2024-09-30 | $470k | 9.3k | 50.60 |
| 2024-06-30 | $441k | 9.0k | 48.81 |
| 2024-03-31 | $453k | 9.2k | 49.07 |
| 2023-12-31 | $441k | 8.9k | 49.74 |
| 2023-09-30 | $488k | 10k | 47.99 |
| 2023-06-30 | $612k | 12k | 49.30 |
| 2023-03-31 | $739k | 15k | 50.46 |
| 2022-12-31 | $734k | 15k | 49.21 |
| 2022-09-30 | $723k | 15k | 49.14 |
| 2022-06-30 | $875k | 17k | 51.57 |
| 2022-03-31 | $971k | 18k | 53.26 |
| 2021-12-31 | $1.1M | 20k | 56.12 |
| 2021-09-30 | $1.0M | 18k | 56.68 |
| 2021-06-30 | $1.1M | 19k | 56.89 |
| 2021-03-31 | $1.2M | 21k | 56.41 |
| 2020-12-31 | $620k | 11k | 58.71 |
| 2020-09-30 | $620k | 11k | 58.71 |
| 2020-06-30 | $603k | 10k | 58.79 |
| 2020-03-31 | $578k | 9.8k | 58.81 |
| 2019-12-31 | $531k | 9.7k | 54.90 |
More positions owned by Lederer & Associates Investment Counsel
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