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Schwab Strategic Tr sht tm us tres shares owned by Leavell Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Leavell Investment Management from 13F filings

Historical chart of Leavell Investment Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 394k 48.21
2023-12-31 $18M 369k 48.45
2023-09-30 $18M 368k 47.89
2023-06-30 $18M 377k 48.06
2023-03-31 $19M 388k 48.79
2022-12-31 $18M 366k 48.24
2022-09-30 $18M 368k 48.26
2022-06-30 $16M 324k 49.19
2022-03-31 $16M 318k 49.54
2021-12-31 $16M 306k 50.85
2021-09-30 $15M 285k 51.19
2021-06-30 $13M 261k 51.31
2021-03-31 $13M 261k 51.31
2020-12-31 $12M 235k 51.39
2020-09-30 $19M 364k 51.50
2020-06-30 $18M 356k 51.63
2020-03-31 $17M 323k 51.73
2019-12-31 $17M 328k 50.48
2019-09-30 $17M 331k 50.59
2019-06-30 $17M 341k 50.59
2019-03-31 $17M 332k 50.19
2018-12-31 $17M 337k 49.91
2018-09-30 $19M 376k 49.57
2018-06-30 $18M 357k 49.74
2018-03-31 $16M 323k 49.84
2017-12-31 $17M 340k 50.03
2017-09-30 $17M 332k 50.40
2017-06-30 $29M 582k 50.42
2017-03-31 $51M 1.0M 50.46
2016-12-31 $53M 1.0M 50.42
2016-09-30 $12M 228k 50.79
2016-06-30 $12M 235k 50.96
2016-03-31 $16M 316k 50.80
2015-12-31 $51M 1.0M 50.44
2015-09-30 $49M 971k 50.80
2015-06-30 $5.4M 106k 50.71
2015-03-31 $450k 8.9k 50.70

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 Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres