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LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA: SCHV position timeline

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

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA held 60,241 SCHV 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 60,241 shares
    Change vs previous 13F -7,647 shares

    1.38% of the 13F portfolio, value $2,097,000.

    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 67,888 shares
    Change vs previous 13F +1,186 shares

    1.47% of the 13F portfolio, value $2,071,000.

    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 66,702 shares
    Change vs previous 13F -46 shares

    1.33% of the 13F portfolio, value $1,975,000.

    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 66,748 shares
    Change vs previous 13F +4,634 shares

    1.26% of the 13F portfolio, value $1,943,000.

    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 62,114 shares
    Change vs previous 13F -346 shares

    1.14% of the 13F portfolio, value $1,719,000.

    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 62,460 shares
    Change vs previous 13F +41 shares

    1.22% of the 13F portfolio, value $1,660,000.

    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 62,419 shares
    Change vs previous 13F +41,658 shares

    1.14% of the 13F portfolio, value $1,627,000.

    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 20,761 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,669,000.

    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).