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Disclosery

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA on SCHD, newest first. How the timeline and the estimate are built.

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA held 30,660 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,660 shares
    Change vs previous 13F +5,749 shares

    0.64% of the 13F portfolio, value $972,000.

    13F-HR 0001089707-26-000003 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,911 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $764,000.

    13F-HR 0001089707-26-000002 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,911 shares
    Change vs previous 13F +999 shares

    0.46% of the 13F portfolio, value $683,000.

    13F-HR 0001089707-26-000001 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,912 shares
    Change vs previous 13F -1,250 shares

    0.42% of the 13F portfolio, value $653,000.

    13F-HR 0001089707-25-000006 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,162 shares
    Change vs previous 13F +375 shares

    0.44% of the 13F portfolio, value $667,000.

    13F-HR 0001089707-25-000003 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,787 shares
    Change vs previous 13F -665 shares

    0.51% of the 13F portfolio, value $693,000.

    13F-HR 0001089707-25-000002 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,452 shares
    Change vs previous 13F +16,968 shares

    0.49% of the 13F portfolio, value $695,000.

    13F-HR 0001089707-25-000001 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,484 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $717,000.

    13F-HR 0001089707-24-000004 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).