Schwab U S Large Cap Growth ETF shares owned by Leavell Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Leavell Investment Management
from 13F filings
Historical chart of Leavell Investment Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Leavell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 132k | 31.91 |
| 2025-06-30 | $3.9M | 133k | 29.21 |
| 2025-03-31 | $3.3M | 133k | 25.04 |
| 2024-12-31 | $3.7M | 134k | 27.87 |
| 2024-09-30 | $3.4M | 33k | 104.18 |
| 2024-06-30 | $2.7M | 27k | 100.95 |
| 2024-03-31 | $2.4M | 25k | 92.71 |
| 2023-12-31 | $2.0M | 24k | 82.99 |
| 2023-09-30 | $913k | 13k | 72.70 |
| 2023-06-30 | $915k | 12k | 74.98 |
| 2023-03-31 | $706k | 11k | 65.18 |
| 2022-12-31 | $624k | 11k | 55.57 |
| 2022-09-30 | $671k | 12k | 55.79 |
| 2022-06-30 | $709k | 12k | 58.01 |
| 2022-03-31 | $1.1M | 14k | 74.81 |
| 2021-12-31 | $1.2M | 7.3k | 163.74 |
| 2021-09-30 | $707k | 4.8k | 148.03 |
| 2021-06-30 | $445k | 3.4k | 129.85 |
| 2021-03-31 | $445k | 3.4k | 129.85 |
| 2020-12-31 | $442k | 3.4k | 128.53 |
| 2020-09-30 | $385k | 3.3k | 115.17 |
| 2020-06-30 | $317k | 3.1k | 101.41 |
| 2020-03-31 | $249k | 3.1k | 79.68 |
| 2019-12-31 | $291k | 3.1k | 92.85 |
| 2019-09-30 | $210k | 2.5k | 83.93 |
| 2019-06-30 | $216k | 2.6k | 83.37 |
More positions owned by Leavell Investment Management
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