LIM
SCHR

Leavell Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Leavell Investment Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Buy
118,393
+14,318
+14% +$354K 0.11% 183
2026
Q1 		$2.59M Buy
104,075
+52,735
+103% +$1.32M 0.11% 189
2025
Q4 		$1.29M Buy
51,340
+3,473
+7% +$87.4K 0.05% 269
2025
Q3 		$1.2M Sell
47,867
-1,000
-2% -$25K 0.05% 280
2025
Q2 		$1.22M Buy
48,867
+5,365
+12% +$133K 0.05% 272
2025
Q1 		$1.08M Buy
43,502
+13,200
+44% +$323K 0.05% 271
2024
Q4 		$736K Sell
30,302
-14,524
-32% -$357K 0.04% 320
2024
Q3 		$1.13M Buy
44,826
+30,786
+219% +$769K 0.06% 280
2024
Q2 		$342K Sell
14,040
-2,000
-12% -$48.4K 0.02% 417
2024
Q1 		$393K Sell
16,040
-400
-2% -$9.83K 0.02% 381
2023
Q4 		$409K Hold
16,440
– – 0.03% 356
2023
Q3 		$394K Buy
16,440
+900
+6% +$21.9K 0.03% 360
2023
Q2 		$383K Buy
15,540
+600
+4% +$15K 0.03% 368
2023
Q1 		$377K Buy
+14,940
New +$372K 0.03% 357
2013
Q3 		– Sell
-60,000
Closed -$1.58M – 387
2013
Q2 		$1.58M Buy
+60,000
New +$1.62M 0.29% 92

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Leavell Investment Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 14% in Q2 2026, buying an estimated $354K and bringing the position to 118,393 shares worth $2.92M. The position accounts for 0.11% of the portfolio, ranked #183.

Leavell Investment Management first reported a position in SCHR in Q2 2013 and has held it in 15 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Leavell Investment Management held 118,393 shares of Schwab Intermediately-Term US Treasury ETF worth $2.92M as of Q2 2026.
  • Leavell Investment Management bought 14,318 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $354K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.11% of Leavell Investment Management's portfolio in Q2 2026, its #183 holding.
  • Leavell Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2013 and has held it in 15 quarters since.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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