Schwab Strategic Tr cmn shares owned by Lederer & Associates Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Lederer & Associates Investment Counsel
from 13F filings
Historical chart of Lederer & Associates Investment Counsel investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Lederer & Associates Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.0M | 67k | 29.61 |
| 2025-09-30 | $1.9M | 67k | 29.11 |
| 2025-06-30 | $1.7M | 62k | 27.67 |
| 2025-03-31 | $1.7M | 63k | 26.58 |
| 2024-12-31 | $1.6M | 62k | 26.07 |
| 2024-09-30 | $1.7M | 21k | 80.39 |
| 2024-06-30 | $1.5M | 20k | 74.07 |
| 2024-03-31 | $1.5M | 20k | 75.96 |
| 2023-12-31 | $1.4M | 20k | 70.08 |
| 2023-09-30 | $1.3M | 20k | 64.48 |
| 2023-06-30 | $1.2M | 19k | 67.09 |
| 2023-03-31 | $1.3M | 20k | 65.59 |
| 2022-12-31 | $1.3M | 20k | 66.00 |
| 2022-09-30 | $1.2M | 20k | 58.52 |
| 2022-06-30 | $1.3M | 20k | 62.43 |
| 2022-03-31 | $1.5M | 21k | 71.42 |
| 2021-12-31 | $1.3M | 18k | 73.22 |
| 2021-09-30 | $1.1M | 16k | 67.45 |
| 2021-06-30 | $1.0M | 15k | 68.40 |
| 2021-03-31 | $960k | 15k | 65.28 |
| 2020-12-31 | $964k | 16k | 59.50 |
| 2020-09-30 | $859k | 17k | 52.21 |
More positions owned by Lederer & Associates Investment Counsel
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