Schwab 1000 Index Etf etf shares owned by Leavell Investment Management
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Leavell Investment Management
from 13F filings
Historical chart of Leavell Investment Management investment in Schwab 1000 Index Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab 1000 Index Etf etf held by Leavell Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab 1000 Index Etf etf by Leavell Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $504k | 9.9k | 50.68 |
2023-12-31 | $460k | 10k | 46.05 |
2023-09-30 | $413k | 10k | 41.34 |
2023-06-30 | $533k | 12k | 42.83 |
2023-03-31 | $679k | 17k | 39.55 |
2022-12-31 | $660k | 18k | 36.90 |
2022-09-30 | $563k | 16k | 34.58 |
2022-06-30 | $660k | 18k | 36.44 |
2022-03-31 | $1.4M | 31k | 44.03 |
2021-12-31 | $1.3M | 27k | 46.59 |
2021-09-30 | $1.0M | 24k | 42.58 |
2021-06-30 | $593k | 15k | 39.43 |
2021-03-31 | $593k | 15k | 39.43 |
2020-12-31 | $492k | 13k | 37.37 |
2020-09-30 | $418k | 13k | 33.00 |
2020-06-30 | $303k | 10k | 30.32 |
2020-03-31 | $251k | 10k | 25.11 |
2019-12-31 | $324k | 10k | 31.55 |
2019-09-30 | $244k | 8.4k | 29.12 |
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