SEC 13F Intelligence

Lederer & Associates Investment Counsel/Ca / SCHW

Lederer & Associates Investment Counsel/Ca’s Schwab Charles Corp Position

Does Lederer & Associates Investment Counsel/Ca own Schwab Charles Corp (SCHW)? Yes17.6K shares worth $2M (+1.07% of its 13F portfolio) as of Q2 2026.

Position Value
$2M
Q2 2026
Shares
17.6K
% of Portfolio
+1.07%
Quarters Held
1
currently held

Position History SCHW

Reported value by quarter
Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202617.6K$2M+1.07%

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 SCHW.