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Disclosery

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA: SCHZ position timeline

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

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA held 17,504 SCHZ 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 17,504 shares
    Change vs previous 13F -380 shares

    0.27% of the 13F portfolio, value $405,000.

    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 17,884 shares
    Change vs previous 13F +171 shares

    0.29% of the 13F portfolio, value $415,000.

    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 17,713 shares
    Change vs previous 13F -5,887 shares

    0.28% of the 13F portfolio, value $414,000.

    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 23,600 shares
    Change vs previous 13F -4,314 shares

    0.36% of the 13F portfolio, value $554,000.

    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 27,914 shares
    Change vs previous 13F +40 shares

    0.43% of the 13F portfolio, value $649,000.

    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 27,874 shares
    Change vs previous 13F +33 shares

    0.47% of the 13F portfolio, value $646,000.

    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 27,841 shares
    Change vs previous 13F +13,933 shares

    0.44% of the 13F portfolio, value $632,000.

    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 13,908 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $661,000.

    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).