Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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LAIC
Lederer & Associates Investment Counsel’s
Schwab U.S Small- Cap ETF
SCHA
Stock Holding History
Lederer & Associates Investment Counsel’s Portfolio
SCHA Stock Details
SCHA Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
2022
Q1
$256K
Sell
2021
Q4
$280K
Buy
2021
Q3
$232K
Buy
2021
Q2
–
Sell
2021
Q1
$125K
Buy
2018
Q4
–
Sell
2018
Q3
$232K
Hold
2018
Q2
$224K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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