Schwab U S Small Cap ETF shares owned by Leavell Investment Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Leavell Investment Management
from 13F filings
Historical chart of Leavell Investment Management investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Leavell Investment Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.5M | 71k | 49.24 |
2023-12-31 | $3.3M | 71k | 47.24 |
2023-09-30 | $2.9M | 69k | 41.42 |
2023-06-30 | $3.1M | 70k | 43.79 |
2023-03-31 | $3.1M | 74k | 41.94 |
2022-12-31 | $3.0M | 74k | 40.51 |
2022-09-30 | $2.8M | 74k | 37.81 |
2022-06-30 | $2.9M | 74k | 38.99 |
2022-03-31 | $4.0M | 84k | 47.36 |
2021-12-31 | $4.2M | 41k | 102.39 |
2021-09-30 | $4.1M | 41k | 100.09 |
2021-06-30 | $4.0M | 40k | 99.68 |
2021-03-31 | $4.0M | 40k | 99.68 |
2020-12-31 | $3.2M | 36k | 89.00 |
2020-09-30 | $2.4M | 35k | 68.31 |
2020-06-30 | $2.4M | 36k | 65.35 |
2020-03-31 | $1.8M | 36k | 51.51 |
2019-12-31 | $2.6M | 34k | 75.65 |
2019-09-30 | $2.5M | 36k | 69.73 |
2019-06-30 | $2.6M | 36k | 71.73 |
2019-03-31 | $2.5M | 36k | 69.92 |
2018-12-31 | $2.1M | 34k | 60.69 |
2018-09-30 | $2.5M | 33k | 76.18 |
2018-06-30 | $2.4M | 33k | 73.58 |
2018-03-31 | $2.3M | 33k | 69.12 |
2017-12-31 | $2.2M | 32k | 69.75 |
2017-09-30 | $2.1M | 32k | 67.38 |
2017-06-30 | $2.1M | 33k | 63.91 |
2017-03-31 | $1.8M | 28k | 63.00 |
2016-12-31 | $1.4M | 23k | 61.48 |
2016-09-30 | $1.1M | 19k | 57.54 |
2016-06-30 | $1.0M | 19k | 54.01 |
2016-03-31 | $988k | 19k | 52.06 |
2015-12-31 | $1.1M | 22k | 52.07 |
2015-09-30 | $1.1M | 22k | 50.80 |
2015-06-30 | $1.8M | 32k | 57.47 |
2015-03-31 | $1.7M | 30k | 57.59 |
2014-12-31 | $1.4M | 26k | 55.12 |
2014-09-30 | $665k | 13k | 51.39 |
2014-06-30 | $615k | 11k | 54.77 |
2014-03-31 | $461k | 8.6k | 53.59 |
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