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Leavell Investment Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Leavell Investment Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$402K Sell
11,135
-190
-2% -$6.63K 0.01% 481
2026
Q1 		$355K Hold
11,325
– – 0.01% 481
2025
Q4 		$371K Sell
11,325
-1,920
-14% -$62.5K 0.02% 464
2025
Q3 		$425K Sell
13,245
-200
-1% -$6.19K 0.02% 445
2025
Q2 		$401K Sell
13,445
-50
-0.4% -$1.38K 0.02% 446
2025
Q1 		$363K Sell
13,495
-245
-2% -$6.96K 0.02% 438
2024
Q4 		$389K Sell
13,740
-200
-1% -$5.69K 0.02% 423
2024
Q3 		$385K Sell
13,940
-5,710
-29% -$152K 0.02% 435
2024
Q2 		$516K Sell
19,650
-240
-1% -$6.06K 0.03% 354
2024
Q1 		$504K Sell
19,890
-90
-0.5% -$2.17K 0.03% 350
2023
Q4 		$460K Hold
19,980
– – 0.03% 340
2023
Q3 		$413K Sell
19,980
-4,910
-20% -$105K 0.03% 351
2023
Q2 		$533K Sell
24,890
-9,450
-28% -$191K 0.04% 323
2023
Q1 		$679K Sell
34,340
-1,430
-4% -$27.6K 0.05% 291
2022
Q4 		$660K Buy
35,770
+3,210
+10% +$59.7K 0.05% 291
2022
Q3 		$563K Sell
32,560
-3,660
-10% -$70.4K 0.04% 294
2022
Q2 		$660K Sell
36,220
-26,560
-42% -$528K 0.05% 278
2022
Q1 		$1.38M Buy
62,780
+8,000
+15% +$174K 0.1% 191
2021
Q4 		$1.28M Buy
54,780
+7,810
+17% +$177K 0.08% 211
2021
Q3 		$1M Buy
46,970
+16,890
+56% +$370K 0.07% 219
2021
Q2 		$593K Hold
30,080
– – 0.05% 267
2021
Q1 		$593K Buy
30,080
+3,750
+14% +$72.4K 0.05% 267
2020
Q4 		$492K Buy
26,330
+1,000
+4% +$17.6K 0.04% 276
2020
Q3 		$418K Buy
25,330
+5,340
+27% +$87.2K 0.04% 280
2020
Q2 		$303K Hold
19,990
– – 0.03% 310
2020
Q1 		$251K Sell
19,990
-550
-3% -$8.23K 0.03% 310
2019
Q4 		$324K Buy
20,540
+3,780
+23% +$57.2K 0.03% 311
2019
Q3 		$244K Buy
+16,760
New +$244K 0.03% 353

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Leavell Investment Management reduced its Schwab 1000 Index ETF (SCHK) stake by 1.7% in Q2 2026, selling an estimated $6.63K and leaving 11,135 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #481.

Leavell Investment Management first reported a position in SCHK in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.38M in Q1 2022. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Leavell Investment Management held 11,135 shares of Schwab 1000 Index ETF worth $402K as of Q2 2026.
  • Leavell Investment Management sold 190 Schwab 1000 Index ETF shares in Q2 2026, an estimated $6.63K.
  • Schwab 1000 Index ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #481 holding.
  • Leavell Investment Management first reported a position in Schwab 1000 Index ETF in Q3 2019 and has held it in 28 quarters since.
  • Leavell Investment Management's Schwab 1000 Index ETF position peaked at $1.38M in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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