Schwab Strategic Tr us aggregate b shares owned by Lederer & Associates Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Lederer & Associates Investment Counsel
from 13F filings
Historical chart of Lederer & Associates Investment Counsel investment in Schwab Strategic Tr us aggregate b
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by Lederer & Associates Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $554k | 24k | 23.47 |
| 2025-06-30 | $649k | 28k | 23.25 |
| 2025-03-31 | $646k | 28k | 23.18 |
| 2024-12-31 | $632k | 28k | 22.70 |
| 2024-09-30 | $661k | 14k | 47.53 |
| 2024-06-30 | $622k | 14k | 45.55 |
| 2024-03-31 | $651k | 14k | 45.98 |
| 2023-12-31 | $648k | 14k | 46.59 |
| 2023-09-30 | $724k | 16k | 44.21 |
| 2023-06-30 | $958k | 21k | 46.18 |
| 2023-03-31 | $1.1M | 24k | 46.90 |
| 2022-12-31 | $1.1M | 24k | 45.64 |
| 2022-09-30 | $1.1M | 25k | 45.30 |
| 2022-06-30 | $1.3M | 27k | 47.88 |
| 2022-03-31 | $1.4M | 28k | 50.57 |
| 2021-12-31 | $1.6M | 29k | 53.89 |
| 2021-09-30 | $1.5M | 28k | 54.25 |
| 2021-06-30 | $1.6M | 28k | 54.60 |
| 2021-03-31 | $1.6M | 30k | 53.95 |
| 2020-12-31 | $951k | 17k | 56.09 |
| 2020-09-30 | $951k | 17k | 56.09 |
| 2020-06-30 | $1.0M | 18k | 56.25 |
| 2020-03-31 | $1.1M | 20k | 54.26 |
| 2019-12-31 | $1.1M | 21k | 53.43 |
| 2019-09-30 | $516k | 9.6k | 53.81 |
| 2019-06-30 | $527k | 9.9k | 53.02 |
| 2019-03-31 | $514k | 9.9k | 51.91 |
| 2018-12-31 | $448k | 8.9k | 50.62 |
| 2018-09-30 | $381k | 7.6k | 50.21 |
| 2018-06-30 | $382k | 7.5k | 50.67 |
| 2018-03-31 | $384k | 7.5k | 51.05 |
| 2017-12-31 | $380k | 7.3k | 51.98 |
| 2017-09-30 | $345k | 6.6k | 52.33 |
| 2017-06-30 | $309k | 5.9k | 52.21 |
| 2017-03-31 | $281k | 5.4k | 51.73 |
| 2016-12-31 | $224k | 4.4k | 51.42 |
More positions owned by Lederer & Associates Investment Counsel
View all positions for Lederer & Associates Investment Counsel
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b