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Lederer & Associates Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lederer & Associates Investment Counsel’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,880
Closed -$94.1K – 137
2021
Q1 		$94.1K Buy
+5,880
New +$92.1K 0.07% 95

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Lederer & Associates Investment Counsel's SCHX Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2021, closing a stake of 5,880 shares — an estimated $94.1K sold.

Lederer & Associates Investment Counsel first reported a position in SCHX in Q1 2021 and held it in 1 quarter. The position peaked at $94.1K in Q1 2021. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

  • Lederer & Associates Investment Counsel reported no remaining Schwab US Large- Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 5,880 Schwab US Large- Cap ETF shares in Q2 2021, an estimated $94.1K.
  • Lederer & Associates Investment Counsel first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 1 quarter.
  • Lederer & Associates Investment Counsel's Schwab US Large- Cap ETF position peaked at $94.1K in Q1 2021.
  • 872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.