Lederer & Associates Investment Counsel/Ca / SCHV
Lederer & Associates Investment Counsel/Ca’s Schwab Strategic Tr Position
Does Lederer & Associates Investment Counsel/Ca own Schwab Strategic Tr (SCHV)? Yes — 60.2K shares worth $2M (+1.38% of its 13F portfolio) as of Q2 2026, down from 67.9K shares the prior filed quarter.
Position Value
$2M
Q2 2026
Shares
60.2K
% of Portfolio
+1.38%
Quarters Held
23
currently held
Position History SCHV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 60.2K | $2M | +1.38% |
| Q1 2026 | 67.9K | $2M | +1.47% |
| Q4 2025 | 66.7K | $2M | +1.33% |
| Q3 2025 | 66.7K | $2M | +1.26% |
| Q2 2025 | 62.1K | $2M | +1.14% |
| Q1 2025 | 62.5K | $2M | +1.22% |
| Q4 2024 | 62.4K | $2M | +1.14% |
| Q3 2024 | 20.8K | $2M | +1.17% |
| Q2 2024 | 19.9K | $1M | +1.07% |
| Q1 2024 | 20.1K | $2M | +1.06% |
| Q4 2023 | 20.2K | $1M | +1.05% |
| Q3 2023 | 19.7K | $1M | +1.01% |
| Q2 2023 | 18.6K | $1M | +0.94% |
| Q1 2023 | 19.5K | $1M | +0.99% |
| Q4 2022 | 20.0K | $1M | +1.08% |
| Q3 2022 | 20.4K | $1M | +1.01% |
| Q2 2022 | 20.4K | $1M | +0.98% |
| Q1 2022 | 21.1K | $2M | +0.92% |
| Q4 2021 | 18.3K | $1M | +0.78% |
| Q3 2021 | 15.9K | $1M | +0.69% |
| Q2 2021 | 14.7K | $1M | +0.67% |
| Q1 2021 | 14.7K | $960,045 | +0.68% |
| Q4 2020 | 16.2K | $964,000 | +0.74% |
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 SCHV.