Lederer & Associates Investment Counsel Schwab Strategic U.S. Reit ETF Transaction History

Lederer & Associates Investment Counsel

  • $142 Million
  • Q3 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 51,924 shares of SCHH stock, worth $1.09 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
51,924
Previous 50,954 1.9%
Holding current value
$1.09 Million
Previous $1.02 Million 18.17%
% of portfolio
0.85%
Previous 0.74%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$19.78 - $23.53 $19,186 - $22,824
970 Added 1.9%
51,924 $1.2 Million
Q2 2024

Aug 02, 2024
SELL
$18.53 - $20.2 $2,927 - $3,191
-158 Reduced 0.31%
50,954 $1.02 Million
Q1 2024

Apr 29, 2024
BUY
$19.39 - $20.93 $426 - $460
22 Added 0.04%
51,112 $1.04 Million
Q4 2023

Jan 19, 2024
BUY
$16.76 - $20.95 $1,625 - $2,032
97 Added 0.19%
51,090 $1.06 Million
Q3 2023

Oct 23, 2023
SELL
$17.52 - $20.27 $68,345 - $79,073
-3,901 Reduced 7.11%
50,993 $905,000
Q2 2023

Aug 04, 2023
SELL
$18.34 - $19.64 $44,162 - $47,293
-2,408 Reduced 4.2%
54,894 $1.07 Million
Q1 2023

Apr 17, 2023
SELL
$18.01 - $21.78 $4,934 - $5,967
-274 Reduced 0.48%
57,302 $1.12 Million
Q4 2022

Jan 12, 2023
BUY
$17.68 - $20.46 $14,391 - $16,654
814 Added 1.43%
57,576 $1.11 Million
Q3 2022

Nov 14, 2022
SELL
$18.45 - $23.6 $10,682 - $13,664
-579 Reduced 1.01%
56,762 $1.06 Million
Q2 2022

Aug 09, 2022
SELL
$20.18 - $25.97 $17,758 - $22,853
-880 Reduced 1.51%
57,341 $1.21 Million
Q1 2022

May 24, 2022
BUY
$22.75 - $26.16 $604,217 - $694,783
26,559 Added 83.88%
58,221 $1.45 Million
Q4 2021

Jan 24, 2022
BUY
$22.99 - $26.35 $150,699 - $172,724
6,555 Added 26.11%
31,662 $1.67 Million
Q3 2021

Oct 22, 2021
BUY
$22.84 - $24.92 $256,950 - $280,350
11,250 Added 81.19%
25,107 $1.15 Million
Q2 2021

Jul 23, 2021
SELL
$20.92 - $23.68 $13,116 - $14,847
-627 Reduced 4.33%
13,857 $635,000
Q1 2021

Apr 19, 2021
BUY
$18.25 - $20.79 $81,157 - $92,453
4,447 Added 44.31%
14,484 $0
Q4 2020

Jan 25, 2021
BUY
$17.04 - $19.33 $42,531 - $48,247
2,496 Added 33.1%
10,037 $381,000
Q3 2020

Jan 13, 2021
BUY
$16.99 - $18.73 $128,121 - $141,242
7,541 New
7,541 $267,000

Others Institutions Holding SCHH

# of Institutions
533
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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