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Leavell Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Leavell Investment Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98M Buy
147,127
+1,785
+1% +$59.1K 0.18% 131
2026
Q1 		$4.23M Buy
145,342
+12,832
+10% +$399K 0.17% 138
2025
Q4 		$4.32M Buy
132,510
+364
+0.3% +$11.8K 0.18% 130
2025
Q3 		$4.22M Sell
132,146
-866
-0.7% -$26.4K 0.18% 131
2025
Q2 		$3.89M Sell
133,012
-97
-0.1% -$2.56K 0.17% 136
2025
Q1 		$3.33M Sell
133,109
-866
-0.6% -$23.7K 0.16% 140
2024
Q4 		$3.73M Buy
133,975
+3,367
+3% +$92.1K 0.18% 126
2024
Q3 		$3.4M Buy
130,608
+24,104
+23% +$607K 0.17% 135
2024
Q2 		$2.69M Buy
106,504
+4,812
+5% +$114K 0.15% 144
2024
Q1 		$2.36M Buy
101,692
+5,872
+6% +$130K 0.14% 152
2023
Q4 		$1.99M Buy
95,820
+45,588
+91% +$882K 0.13% 169
2023
Q3 		$913K Buy
50,232
+1,420
+3% +$26.7K 0.06% 258
2023
Q2 		$915K Buy
48,812
+5,488
+13% +$94.1K 0.06% 263
2023
Q1 		$706K Sell
43,324
-1,592
-4% -$24.2K 0.05% 288
2022
Q4 		$624K Sell
44,916
-3,192
-7% -$45.9K 0.05% 297
2022
Q3 		$671K Sell
48,108
-780
-2% -$12.2K 0.05% 275
2022
Q2 		$709K Sell
48,888
-8,320
-15% -$133K 0.05% 272
2022
Q1 		$1.07M Sell
57,208
-1,568
-3% -$28.6K 0.07% 229
2021
Q4 		$1.2M Buy
58,776
+20,568
+54% +$411K 0.08% 214
2021
Q3 		$707K Buy
38,208
+10,792
+39% +$206K 0.05% 256
2021
Q2 		$445K Hold
27,416
– – 0.04% 295
2021
Q1 		$445K Sell
27,416
-96
-0.3% -$1.56K 0.04% 295
2020
Q4 		$442K Buy
27,512
+768
+3% +$11.6K 0.04% 283
2020
Q3 		$385K Buy
26,744
+1,736
+7% +$24.2K 0.03% 290
2020
Q2 		$317K Buy
25,008
+8
+0% +$93 0.03% 305
2020
Q1 		$249K Sell
25,000
-72
-0.3% -$821 0.03% 312
2019
Q4 		$291K Buy
25,072
+5,056
+25% +$55.7K 0.03% 331
2019
Q3 		$210K Sell
20,016
-712
-3% -$7.5K 0.02% 367
2019
Q2 		$216K Buy
+20,728
New +$211K 0.02% 364

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

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

Leavell Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2026, buying an estimated $59.1K and bringing the position to 147,127 shares worth $4.98M. The position accounts for 0.18% of the portfolio, ranked #131.

Leavell Investment Management first reported a position in SCHG in Q2 2019 and has held it in 29 quarters since. 570 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Leavell Investment Management held 147,127 shares of Schwab US Large-Cap Growth ETF worth $4.98M as of Q2 2026.
  • Leavell Investment Management bought 1,785 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $59.1K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Leavell Investment Management's portfolio in Q2 2026, its #131 holding.
  • Leavell Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 570 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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