LIM
SCHB icon

Leavell Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Leavell Investment Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6M Sell
505,130
-13,069
-3% -$366K 0.53% 35
2026
Q1 		$13M Buy
518,199
+5,014
+1% +$132K 0.53% 37
2025
Q4 		$13.5M Buy
513,185
+186
+0% +$4.84K 0.56% 35
2025
Q3 		$13.2M Buy
512,999
+2,007
+0.4% +$49.7K 0.56% 36
2025
Q2 		$12.2M Buy
510,992
+3,750
+0.7% +$82.6K 0.55% 39
2025
Q1 		$10.9M Buy
507,242
+1,888
+0.4% +$42.9K 0.54% 42
2024
Q4 		$11.5M Buy
505,354
+10,558
+2% +$241K 0.56% 38
2024
Q3 		$11M Buy
494,796
+3,024
+0.6% +$64.6K 0.55% 43
2024
Q2 		$10.3M Buy
491,772
+16,467
+3% +$334K 0.57% 41
2024
Q1 		$9.67M Buy
475,305
+19,458
+4% +$377K 0.56% 48
2023
Q4 		$8.46M Buy
455,847
+181,545
+66% +$3.14M 0.54% 50
2023
Q3 		$4.56M Buy
274,302
+19,137
+7% +$331K 0.32% 78
2023
Q2 		$4.4M Buy
255,165
+15,051
+6% +$245K 0.3% 85
2023
Q1 		$3.83M Buy
240,114
+1,455
+0.6% +$22.7K 0.27% 100
2022
Q4 		$3.56M Sell
238,659
-14,037
-6% -$211K 0.27% 103
2022
Q3 		$3.54M Buy
252,696
+462
+0.2% +$7.19K 0.28% 98
2022
Q2 		$3.71M Buy
252,234
+4,308
+2% +$69.1K 0.28% 99
2022
Q1 		$4.41M Buy
247,926
+6,456
+3% +$113K 0.3% 89
2021
Q4 		$4.55M Buy
241,470
+2,580
+1% +$47.5K 0.3% 87
2021
Q3 		$4.13M Buy
238,890
+7,770
+3% +$138K 0.31% 91
2021
Q2 		$3.73M Hold
231,120
– – 0.3% 99
2021
Q1 		$3.73M Buy
231,120
+3,330
+1% +$52.5K 0.3% 99
2020
Q4 		$3.45M Buy
227,790
+1,896
+0.8% +$27K 0.3% 93
2020
Q3 		$3M Buy
225,894
+3,324
+1% +$43.7K 0.26% 100
2020
Q2 		$2.73M Buy
222,570
+4,638
+2% +$53.5K 0.27% 107
2020
Q1 		$2.19M Sell
217,932
-2,328
-1% -$28.2K 0.25% 109
2019
Q4 		$2.82M Buy
220,260
+4,182
+2% +$51.3K 0.26% 109
2019
Q3 		$2.56M Buy
216,078
+9,138
+4% +$108K 0.26% 108
2019
Q2 		$2.44M Buy
206,940
+18,420
+10% +$213K 0.26% 108
2019
Q1 		$2.14M Buy
188,520
+21,762
+13% +$238K 0.24% 115
2018
Q4 		$1.67M Buy
166,758
+27,762
+20% +$300K 0.21% 124
2018
Q3 		$1.63M Buy
138,996
+14,826
+12% +$171K 0.18% 140
2018
Q2 		$1.37M Buy
124,170
+18,642
+18% +$204K 0.16% 148
2018
Q1 		$1.12M Buy
105,528
+15,366
+17% +$169K 0.13% 162
2017
Q4 		$970K Sell
90,162
-2,868
-3% -$30.1K 0.11% 179
2017
Q3 		$944K Buy
93,030
+3,948
+4% +$39.2K 0.12% 174
2017
Q2 		$868K Buy
89,082
+25,200
+39% +$243K 0.11% 180
2017
Q1 		$607K Buy
63,882
+5,394
+9% +$50.6K 0.08% 219
2016
Q4 		$528K Buy
58,488
+20,598
+54% +$181K 0.07% 229
2016
Q3 		$330K Buy
37,890
+3,804
+11% +$33K 0.05% 290
2016
Q2 		$286K Buy
34,086
+3,660
+12% +$30.4K 0.04% 317
2016
Q1 		$250K Buy
+30,426
New +$236K 0.04% 326

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Leavell Investment Management's SCHB Position: Q2 2026 in Review

Leavell Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.5% in Q2 2026, selling an estimated $366K and leaving 505,130 shares worth $14.6M. The position accounts for 0.53% of the portfolio, ranked #35.

Leavell Investment Management first reported a position in SCHB in Q1 2016 and has held it in 42 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Leavell Investment Management held 505,130 shares of Schwab US Broad Market ETF worth $14.6M as of Q2 2026.
  • Leavell Investment Management sold 13,069 Schwab US Broad Market ETF shares in Q2 2026, an estimated $366K.
  • Schwab US Broad Market ETF made up 0.53% of Leavell Investment Management's portfolio in Q2 2026, its #35 holding.
  • Leavell Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2016 and has held it in 42 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.