Leavell Investment Management’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $425K | Sell |
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|
2025
Q2 | $401K | Sell |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $516K | Sell |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $460K | Hold |
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|
2023
Q3 | $413K | Sell |
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $679K | Sell |
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|
2022
Q4 | $660K | Buy |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $660K | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $593K | Hold |
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|
2021
Q1 | $593K | Buy |
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|
2020
Q4 | $492K | Buy |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $303K | Hold |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $244K | Buy |
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