A detailed history of Leavell Investment Management, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 6,970 shares of SCHK stock, worth $199,063. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,970
Previous 9,825 29.06%
Holding current value
$199,063
Previous $514,000 25.1%
% of portfolio
0.02%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$49.82 - $55.29 $142,236 - $157,852
-2,855 Reduced 29.06%
6,970 $385,000
Q2 2024

Jul 17, 2024

SELL
$47.83 - $52.72 $5,739 - $6,326
-120 Reduced 1.21%
9,825 $514,000
Q1 2024

Apr 24, 2024

SELL
$45.19 - $50.67 $2,033 - $2,280
-45 Reduced 0.45%
9,945 $503,000
Q3 2023

Oct 16, 2023

SELL
$41.08 - $44.27 $100,851 - $108,682
-2,455 Reduced 19.73%
9,990 $413,000
Q2 2023

Jul 19, 2023

SELL
$38.96 - $42.79 $184,086 - $202,182
-4,725 Reduced 27.52%
12,445 $533,000
Q1 2023

Apr 13, 2023

SELL
$36.64 - $40.44 $26,197 - $28,914
-715 Reduced 4.0%
17,170 $679,000
Q4 2022

Jan 17, 2023

BUY
$34.56 - $39.43 $55,468 - $63,285
1,605 Added 9.86%
17,885 $660,000
Q3 2022

Oct 17, 2022

SELL
$34.61 - $41.69 $63,336 - $76,292
-1,830 Reduced 10.1%
16,280 $563,000
Q2 2022

Jul 28, 2022

SELL
$35.4 - $44.52 $470,112 - $591,225
-13,280 Reduced 42.31%
18,110 $660,000
Q1 2022

Apr 21, 2022

BUY
$40.46 - $46.8 $161,840 - $187,200
4,000 Added 14.6%
31,390 $1.38 Million
Q4 2021

Jan 20, 2022

BUY
$42.49 - $46.85 $165,923 - $182,949
3,905 Added 16.63%
27,390 $1.28 Million
Q3 2021

Oct 26, 2021

BUY
$42.11 - $45.01 $355,618 - $380,109
8,445 Added 56.15%
23,485 $1 Million
Q1 2021

Apr 15, 2021

BUY
$36.87 - $39.72 $69,131 - $74,475
1,875 Added 14.24%
15,040 $593,000
Q4 2020

Jan 26, 2021

BUY
$32.23 - $37.39 $16,114 - $18,695
500 Added 3.95%
13,165 $492,000
Q3 2020

Oct 27, 2020

BUY
$30.53 - $35.25 $81,515 - $94,117
2,670 Added 26.71%
12,665 $418,000
Q1 2020

Apr 16, 2020

SELL
$21.7 - $33.28 $5,967 - $9,152
-275 Reduced 2.68%
9,995 $251,000
Q4 2019

Jan 22, 2020

BUY
$28.33 - $31.69 $53,543 - $59,894
1,890 Added 22.55%
10,270 $324,000
Q3 2019

Oct 28, 2019

BUY
$29.04 - $29.62 $243,355 - $248,215
8,380 New
8,380 $244,000

Others Institutions Holding SCHK

About SCHWAB STRATEGIC TR 1000 INDEX


  • Ticker SCHK
  • Sector ETFs
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