Schwab Strategic Tr us aggregate b shares owned by Leavell Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Leavell Investment Management
from 13F filings
Historical chart of Leavell Investment Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Leavell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 321k | 23.47 |
| 2025-06-30 | $7.9M | 340k | 23.24 |
| 2025-03-31 | $8.4M | 364k | 23.16 |
| 2024-12-31 | $8.7M | 385k | 22.70 |
| 2024-09-30 | $9.4M | 197k | 47.52 |
| 2024-06-30 | $9.2M | 202k | 45.58 |
| 2024-03-31 | $9.9M | 216k | 46.00 |
| 2023-12-31 | $10M | 217k | 46.62 |
| 2023-09-30 | $10M | 230k | 44.23 |
| 2023-06-30 | $11M | 232k | 46.16 |
| 2023-03-31 | $11M | 237k | 46.91 |
| 2022-12-31 | $11M | 241k | 45.65 |
| 2022-09-30 | $13M | 279k | 45.31 |
| 2022-06-30 | $14M | 291k | 47.87 |
| 2022-03-31 | $16M | 310k | 50.57 |
| 2021-12-31 | $17M | 314k | 53.90 |
| 2021-09-30 | $17M | 312k | 54.26 |
| 2021-06-30 | $18M | 324k | 53.95 |
| 2021-03-31 | $18M | 324k | 53.95 |
| 2020-12-31 | $18M | 329k | 56.03 |
| 2020-09-30 | $18M | 315k | 56.08 |
| 2020-06-30 | $17M | 299k | 56.24 |
| 2020-03-31 | $16M | 292k | 54.27 |
| 2019-12-31 | $15M | 285k | 53.43 |
| 2019-09-30 | $14M | 261k | 53.85 |
| 2019-06-30 | $13M | 250k | 53.00 |
| 2019-03-31 | $11M | 217k | 51.88 |
| 2018-12-31 | $8.7M | 172k | 50.59 |
| 2018-09-30 | $10M | 199k | 50.25 |
| 2018-06-30 | $9.5M | 187k | 50.64 |
| 2018-03-31 | $9.2M | 181k | 51.02 |
| 2017-12-31 | $8.4M | 161k | 52.04 |
| 2017-09-30 | $7.2M | 137k | 52.36 |
| 2017-06-30 | $6.1M | 116k | 52.25 |
| 2017-03-31 | $4.6M | 89k | 51.79 |
| 2016-12-31 | $3.9M | 76k | 51.50 |
| 2016-09-30 | $4.1M | 76k | 53.67 |
| 2016-06-30 | $3.4M | 63k | 53.72 |
| 2016-03-31 | $3.1M | 59k | 52.83 |
| 2015-12-31 | $2.7M | 53k | 51.49 |
| 2015-09-30 | $2.8M | 54k | 52.14 |
| 2015-06-30 | $2.8M | 54k | 51.73 |
| 2015-03-31 | $3.3M | 63k | 52.90 |
| 2014-12-31 | $1.3M | 24k | 52.38 |
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