Schwab U S Broad Market ETF shares owned by Leavell Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Leavell Investment Management
from 13F filings
Historical chart of Leavell Investment Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Leavell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.7M | 158k | 61.05 |
| 2023-12-31 | $8.5M | 152k | 55.67 |
| 2023-09-30 | $4.6M | 91k | 49.85 |
| 2023-06-30 | $4.4M | 85k | 51.70 |
| 2023-03-31 | $3.8M | 80k | 47.85 |
| 2022-12-31 | $3.6M | 80k | 44.81 |
| 2022-09-30 | $3.5M | 84k | 41.99 |
| 2022-06-30 | $3.7M | 84k | 44.19 |
| 2022-03-31 | $4.4M | 83k | 53.39 |
| 2021-12-31 | $4.5M | 40k | 113.03 |
| 2021-09-30 | $4.1M | 40k | 103.86 |
| 2021-06-30 | $3.7M | 39k | 96.70 |
| 2021-03-31 | $3.7M | 39k | 96.70 |
| 2020-12-31 | $3.5M | 38k | 90.98 |
| 2020-09-30 | $3.0M | 38k | 79.63 |
| 2020-06-30 | $2.7M | 37k | 73.46 |
| 2020-03-31 | $2.2M | 36k | 60.43 |
| 2019-12-31 | $2.8M | 37k | 76.87 |
| 2019-09-30 | $2.6M | 36k | 71.03 |
| 2019-06-30 | $2.4M | 35k | 70.83 |
| 2019-03-31 | $2.1M | 31k | 68.05 |
| 2018-12-31 | $1.7M | 28k | 60.02 |
| 2018-09-30 | $1.6M | 23k | 70.40 |
| 2018-06-30 | $1.4M | 21k | 66.01 |
| 2018-03-31 | $1.1M | 18k | 63.79 |
| 2017-12-31 | $970k | 15k | 64.55 |
| 2017-09-30 | $944k | 16k | 60.88 |
| 2017-06-30 | $868k | 15k | 58.46 |
| 2017-03-31 | $607k | 11k | 57.01 |
| 2016-12-31 | $528k | 9.7k | 54.16 |
| 2016-09-30 | $330k | 6.3k | 52.26 |
| 2016-06-30 | $286k | 5.7k | 50.34 |
| 2016-03-31 | $250k | 5.1k | 49.30 |
More positions owned by Leavell Investment Management
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