Lederer & Associates Investment Counsel/Ca / SCHP
Lederer & Associates Investment Counsel/Ca’s Schwab Strategic Tr Position
Does Lederer & Associates Investment Counsel/Ca own Schwab Strategic Tr (SCHP)? Yes — 57.1K shares worth $2M (+1.00% of its 13F portfolio) as of Q2 2026.
Position Value
$2M
Q2 2026
Shares
57.1K
% of Portfolio
+1.00%
Quarters Held
23
currently held
Position History SCHP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 57.1K | $2M | +1.00% |
| Q1 2026 | 57.1K | $2M | +1.08% |
| Q4 2025 | 57.1K | $2M | +1.02% |
| Q3 2025 | 57.1K | $2M | +1.00% |
| Q2 2025 | 59.2K | $2M | +1.05% |
| Q1 2025 | 59.6K | $2M | +1.17% |
| Q4 2024 | 59.9K | $2M | +1.08% |
| Q3 2024 | 29.9K | $2M | +1.13% |
| Q2 2024 | 30.3K | $2M | +1.14% |
| Q1 2024 | 32.3K | $2M | +1.17% |
| Q4 2023 | 32.7K | $2M | +1.27% |
| Q3 2023 | 52.8K | $3M | +2.12% |
| Q2 2023 | 54.5K | $3M | +2.16% |
| Q1 2023 | 54.8K | $3M | +2.27% |
| Q4 2022 | 55.3K | $3M | +2.34% |
| Q3 2022 | 66.6K | $3M | +2.91% |
| Q2 2022 | 66.6K | $4M | +2.86% |
| Q1 2022 | 71.3K | $4M | +2.65% |
| Q4 2021 | 71.5K | $4M | +2.61% |
| Q3 2021 | 61.9K | $4M | +2.50% |
| Q2 2021 | 54.6K | $3M | +2.27% |
| Q1 2021 | 42.3K | $3M | +1.83% |
| Q4 2020 | 7.6K | $470,000 | +0.36% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lederer & Associates Investment Counsel/Ca’s full portfolio or all institutional holders of SCHP.