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Leavell Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Leavell Investment Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.98M Sell
102,397
-982
-0.9% -$29.4K 0.12% 172
2025
Q4 		$2.94M Sell
103,379
-1,365
-1% -$38.5K 0.12% 177
2025
Q3 		$2.92M Sell
104,744
-5,565
-5% -$149K 0.12% 174
2025
Q2 		$2.79M Buy
110,309
+2,507
+2% +$59.3K 0.13% 172
2025
Q1 		$2.53M Sell
107,802
-5,315
-5% -$135K 0.12% 169
2024
Q4 		$2.93M Buy
113,117
+1,239
+1% +$33K 0.14% 146
2024
Q3 		$2.88M Sell
111,878
-12,768
-10% -$317K 0.14% 151
2024
Q2 		$2.97M Sell
124,646
-16,254
-12% -$385K 0.16% 136
2024
Q1 		$3.47M Sell
140,900
-158
-0.1% -$3.7K 0.2% 114
2023
Q4 		$3.33M Buy
141,058
+2,578
+2% +$54.3K 0.21% 115
2023
Q3 		$2.87M Sell
138,480
-1,818
-1% -$39.9K 0.2% 121
2023
Q2 		$3.07M Sell
140,298
-7,928
-5% -$165K 0.21% 119
2023
Q1 		$3.11M Buy
148,226
+862
+0.6% +$18.5K 0.22% 116
2022
Q4 		$2.98M Sell
147,364
-74
-0.1% -$1.52K 0.22% 116
2022
Q3 		$2.79M Sell
147,438
-488
-0.3% -$10.2K 0.22% 119
2022
Q2 		$2.88M Sell
147,926
-20,572
-12% -$440K 0.22% 117
2022
Q1 		$3.99M Buy
168,498
+3,754
+2% +$88.6K 0.27% 104
2021
Q4 		$4.22M Buy
164,744
+92
+0.1% +$2.38K 0.28% 95
2021
Q3 		$4.12M Buy
164,652
+5,668
+4% +$144K 0.31% 92
2021
Q2 		$3.96M Hold
158,984
– – 0.32% 93
2021
Q1 		$3.96M Buy
158,984
+15,748
+11% +$387K 0.32% 93
2020
Q4 		$3.19M Buy
143,236
+2,236
+2% +$44.5K 0.28% 105
2020
Q3 		$2.41M Sell
141,000
-3,708
-3% -$63.8K 0.21% 118
2020
Q2 		$2.36M Buy
144,708
+1,520
+1% +$22.8K 0.23% 113
2020
Q1 		$1.84M Buy
143,188
+6,668
+5% +$113K 0.21% 117
2019
Q4 		$2.58M Sell
136,520
-9,248
-6% -$167K 0.24% 115
2019
Q3 		$2.54M Buy
145,768
+548
+0.4% +$9.68K 0.26% 109
2019
Q2 		$2.6M Buy
145,220
+2,484
+2% +$43.9K 0.27% 106
2019
Q1 		$2.5M Buy
142,736
+5,508
+4% +$94.2K 0.28% 107
2018
Q4 		$2.08M Buy
137,228
+6,320
+5% +$107K 0.26% 108
2018
Q3 		$2.49M Sell
130,908
-216
-0.2% -$4.12K 0.27% 108
2018
Q2 		$2.41M Buy
131,124
+216
+0.2% +$3.91K 0.27% 110
2018
Q1 		$2.26M Buy
130,908
+3,820
+3% +$67.3K 0.26% 113
2017
Q4 		$2.22M Buy
127,088
+1,184
+0.9% +$20.3K 0.26% 113
2017
Q3 		$2.12M Sell
125,904
-5,272
-4% -$84.8K 0.26% 111
2017
Q2 		$2.1M Buy
131,176
+18,152
+16% +$287K 0.27% 107
2017
Q1 		$1.78M Buy
113,024
+22,132
+24% +$347K 0.23% 114
2016
Q4 		$1.4M Buy
90,892
+17,064
+23% +$251K 0.19% 126
2016
Q3 		$1.06M Sell
73,828
-1,120
-1% -$15.9K 0.16% 155
2016
Q2 		$1.01M Sell
74,948
-968
-1% -$12.8K 0.15% 161
2016
Q1 		$988K Sell
75,916
-11,352
-13% -$138K 0.15% 158
2015
Q4 		$1.14M Buy
87,268
+572
+0.7% +$7.63K 0.17% 142
2015
Q3 		$1.1M Sell
86,696
-39,276
-31% -$541K 0.17% 139
2015
Q2 		$1.81M Buy
125,972
+5,672
+5% +$82.2K 0.28% 109
2015
Q1 		$1.73M Buy
120,300
+17,464
+17% +$244K 0.26% 119
2014
Q4 		$1.42M Buy
102,836
+51,076
+99% +$678K 0.22% 134
2014
Q3 		$665K Buy
51,760
+6,844
+15% +$91.4K 0.11% 199
2014
Q2 		$615K Buy
44,916
+10,508
+31% +$139K 0.1% 207
2014
Q1 		$461K Buy
+34,408
New +$455K 0.08% 238

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Leavell Investment Management's SCHA Position: Q1 2026 in Review

Leavell Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.95% in Q1 2026, selling an estimated $29.4K and leaving 102,397 shares worth $2.98M. The position accounts for 0.12% of the portfolio, ranked #172.

Leavell Investment Management first reported a position in SCHA in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.22M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Leavell Investment Management held 102,397 shares of Schwab U.S Small- Cap ETF worth $2.98M as of Q1 2026.
  • Leavell Investment Management sold 982 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $29.4K.
  • Schwab U.S Small- Cap ETF made up 0.12% of Leavell Investment Management's portfolio in Q1 2026, its #172 holding.
  • Leavell Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2014 and has held it in 49 quarters since.
  • Leavell Investment Management's Schwab U.S Small- Cap ETF position peaked at $4.22M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.