Leavell Investment Management, Inc. Schwab Strategic Tr 1000 Index Transaction History

Leavell Investment Management, Inc.

  • $2.01 Billion
  • Q4 2024

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 13,740 shares of SCHK stock, worth $381,010. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,740
Previous 6,970 97.13%
Holding current value
$381,010
Previous $385,000 0.78%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$27.45 - $55.56 $185,836 - $376,141
6,770 Added 97.13%
13,740 $388,000
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

# of Institutions
202
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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