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Lederer & Associates Investment Counsel’s Schwab US Broad Market ETF SCHB Stock Holding History

Lederer & Associates Investment Counsel’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$593K Hold
20,474
– – 0.39% 66
2026
Q1 		$514K Hold
20,474
– – 0.36% 69
2025
Q4 		$537K Hold
20,474
– – 0.36% 71
2025
Q3 		$526K Sell
20,474
-2,450
-11% -$60.6K 0.34% 71
2025
Q2 		$546K Buy
22,924
+3,925
+21% +$86.5K 0.36% 72
2025
Q1 		$409K Hold
18,999
– – 0.3% 72
2024
Q4 		$431K Hold
18,999
– – 0.3% 75
2024
Q3 		$421K Hold
18,999
– – 0.3% 75
2024
Q2 		$398K Hold
18,999
– – 0.29% 76
2024
Q1 		$387K Sell
18,999
-975
-5% -$18.9K 0.27% 79
2023
Q4 		$371K Hold
19,974
– – 0.27% 79
2023
Q3 		$332K Hold
19,974
– – 0.26% 76
2023
Q2 		$344K Hold
19,974
– – 0.26% 79
2023
Q1 		$319K Hold
19,974
– – 0.25% 81
2022
Q4 		$298K Hold
19,974
– – 0.24% 80
2022
Q3 		$280K Hold
19,974
– – 0.24% 80
2022
Q2 		$294K Hold
19,974
– – 0.23% 81
2022
Q1 		$355K Hold
19,974
– – 0.22% 83
2021
Q4 		$376K Sell
19,974
-750
-4% -$13.8K 0.22% 81
2021
Q3 		$359K Hold
20,724
– – 0.23% 78
2021
Q2 		$360K Hold
20,724
– – 0.24% 75
2021
Q1 		$334K Sell
20,724
-1,224
-6% -$19.3K 0.24% 75
2020
Q4 		$333K Sell
21,948
-1,686
-7% -$24K 0.26% 74
2020
Q3 		$314K Sell
23,634
-47,010
-67% -$618K 0.26% 72
2020
Q2 		$865K Sell
70,644
-1,008
-1% -$11.6K 0.81% 48
2020
Q1 		$722K Sell
71,652
-174
-0.2% -$2.1K 0.82% 48
2019
Q4 		$920K Buy
71,826
+25,632
+55% +$315K 0.8% 50
2019
Q3 		$547K Sell
46,194
-4,284
-8% -$50.6K 0.52% 57
2019
Q2 		$593K Sell
50,478
-1,158
-2% -$13.4K 0.54% 53
2019
Q1 		$586K Buy
51,636
+186
+0.4% +$2.03K 0.55% 52
2018
Q4 		$514K Buy
51,450
+1,596
+3% +$17.3K 0.55% 52
2018
Q3 		$585K Buy
49,854
+258
+0.5% +$2.97K 0.49% 55
2018
Q2 		$545K Sell
49,596
-2,190
-4% -$23.9K 0.49% 54
2018
Q1 		$551K Buy
51,786
+204
+0.4% +$2.24K 0.5% 53
2017
Q4 		$555K Buy
51,582
+15,120
+41% +$159K 0.5% 49
2017
Q3 		$370K Buy
36,462
+7,368
+25% +$73.1K 0.35% 61
2017
Q2 		$284K Sell
29,094
-1,080
-4% -$10.4K 0.27% 74
2017
Q1 		$287K Buy
30,174
+1,506
+5% +$14.1K 0.27% 74
2016
Q4 		$259K Buy
+28,668
New +$253K 0.26% 77
2015
Q3 		$213K Buy
27,528
+48
+0.2% +$394 0.24% 67
2015
Q2 		$230K Buy
27,480
+162
+0.6% +$1.38K 0.24% 64
2015
Q1 		$230K Buy
27,318
+2,154
+9% +$18K 0.22% 70
2014
Q4 		$209K Buy
+25,164
New +$204K 0.21% 70

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Lederer & Associates Investment Counsel's SCHB Position: Q2 2026 in Review

Lederer & Associates Investment Counsel held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 20,474 shares worth $593K. The position accounts for 0.39% of the portfolio, ranked #66.

Lederer & Associates Investment Counsel first reported a position in SCHB in Q4 2014 and has held it in 43 quarters since. The position peaked at $920K in Q4 2019. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Lederer & Associates Investment Counsel held 20,474 shares of Schwab US Broad Market ETF worth $593K as of Q2 2026.
  • Lederer & Associates Investment Counsel left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.39% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #66 holding.
  • Lederer & Associates Investment Counsel first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 43 quarters since.
  • Lederer & Associates Investment Counsel's Schwab US Broad Market ETF position peaked at $920K in Q4 2019.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.