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Schwab Strategic Tr us dividend eq shares owned by Leavell Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Leavell Investment Management from 13F filings

Historical chart of Leavell Investment Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 189k 76.13
2023-09-30 $14M 198k 70.76
2023-06-30 $17M 229k 72.62
2023-03-31 $22M 305k 73.16
2022-12-31 $23M 304k 75.54
2022-09-30 $20M 307k 66.43
2022-06-30 $21M 296k 71.63
2022-03-31 $20M 251k 78.89
2021-12-31 $16M 194k 80.83
2021-09-30 $11M 148k 74.24
2021-06-30 $8.0M 109k 72.92
2021-03-31 $8.0M 109k 72.92
2020-12-31 $7.2M 112k 64.14
2020-09-30 $7.0M 126k 55.30
2020-06-30 $6.5M 125k 51.75
2020-03-31 $5.6M 124k 44.98
2019-12-31 $7.2M 125k 57.92
2019-09-30 $6.3M 115k 54.78
2019-06-30 $6.0M 112k 53.49
2019-03-31 $5.4M 103k 52.28
2018-12-31 $4.6M 97k 46.97
2018-09-30 $4.9M 93k 53.00
2018-06-30 $4.4M 88k 49.29
2018-03-31 $4.5M 92k 49.03
2017-12-31 $4.3M 85k 51.17
2017-09-30 $3.9M 83k 46.80
2017-06-30 $3.6M 81k 45.09
2017-03-31 $3.5M 78k 44.58
2016-12-31 $3.4M 77k 43.57
2016-09-30 $2.8M 67k 42.31
2016-06-30 $2.5M 61k 41.44
2016-03-31 $2.4M 60k 40.09
2015-12-31 $2.1M 54k 38.57
2015-09-30 $1.6M 45k 35.94
2015-06-30 $1.7M 45k 38.29
2015-03-31 $1.8M 45k 39.41
2014-12-31 $1.8M 44k 39.86
2014-09-30 $391k 10k 38.56