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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Small Cap ETF by Leavell Investment Management

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

More positions owned by Leavell Investment Management

NVIDIA Corporation (NVDA)
Vanguard Mega Cap ETF Mega Cap Index (MGC)
Apple (AAPL)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)
Blackstone Group Com Cl A (BX)
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)
Vanguard Small Cap ETF Small Cp Etf (VB)
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
SCHW Intl Eq ETF Intl Eqty Etf (SCHF)
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)
JPMorgan Chase & Co. (JPM)

View all positions for Leavell Investment Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF