LIM
SCHV

Leavell Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Leavell Investment Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.69M Sell
105,944
-2,947
-3% -$97.1K 0.13% 163
2026
Q1 		$3.32M Sell
108,891
-4,506
-4% -$140K 0.14% 162
2025
Q4 		$3.36M Sell
113,397
-7,288
-6% -$213K 0.14% 159
2025
Q3 		$3.51M Sell
120,685
-9,148
-7% -$260K 0.15% 150
2025
Q2 		$3.59M Sell
129,833
-1,199
-0.9% -$31.5K 0.16% 146
2025
Q1 		$3.48M Sell
131,032
-2,758
-2% -$74K 0.17% 134
2024
Q4 		$3.49M Sell
133,790
-2,113
-2% -$57K 0.17% 135
2024
Q3 		$3.64M Buy
135,903
+807
+0.6% +$20.7K 0.18% 127
2024
Q2 		$3.36M Sell
135,096
-3,204
-2% -$79.2K 0.19% 122
2024
Q1 		$3.5M Sell
138,300
-16,701
-11% -$400K 0.2% 113
2023
Q4 		$3.62M Sell
155,001
-23,355
-13% -$511K 0.23% 107
2023
Q3 		$3.83M Sell
178,356
-61,977
-26% -$1.39M 0.27% 97
2023
Q2 		$5.38M Sell
240,333
-48,849
-17% -$1.07M 0.37% 73
2023
Q1 		$6.32M Sell
289,182
-24,783
-8% -$551K 0.45% 60
2022
Q4 		$6.91M Sell
313,965
-4,275
-1% -$92.6K 0.52% 55
2022
Q3 		$6.21M Sell
318,240
-6,777
-2% -$146K 0.49% 57
2022
Q2 		$6.76M Buy
325,017
+5,529
+2% +$124K 0.52% 58
2022
Q1 		$7.6M Buy
319,488
+14,160
+5% +$335K 0.52% 58
2021
Q4 		$7.45M Buy
305,328
+12,777
+4% +$303K 0.5% 60
2021
Q3 		$6.58M Buy
292,551
+24,984
+9% +$578K 0.49% 62
2021
Q2 		$5.82M Hold
267,567
– – 0.47% 62
2021
Q1 		$5.82M Buy
267,567
+22,956
+9% +$478K 0.47% 62
2020
Q4 		$4.85M Buy
244,611
+57,519
+31% +$1.08M 0.42% 64
2020
Q3 		$3.25M Buy
187,092
+118,446
+173% +$2.07M 0.28% 93
2020
Q2 		$1.15M Buy
68,646
+46,983
+217% +$767K 0.11% 164
2020
Q1 		$320K Sell
21,663
-111
-0.5% -$2.04K 0.04% 280
2019
Q4 		$436K Sell
21,774
-3,900
-15% -$75.6K 0.04% 278
2019
Q3 		$486K Buy
25,674
+3,750
+17% +$70.2K 0.05% 266
2019
Q2 		$413K Buy
21,924
+495
+2% +$9.15K 0.04% 282
2019
Q1 		$391K Buy
21,429
+4,848
+29% +$86K 0.04% 281
2018
Q4 		$272K Buy
+16,581
New +$293K 0.03% 318

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Leavell Investment Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.7% in Q2 2026, selling an estimated $97.1K and leaving 105,944 shares worth $3.69M. The position accounts for 0.13% of the portfolio, ranked #163.

Leavell Investment Management first reported a position in SCHV in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.6M in Q1 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Leavell Investment Management held 105,944 shares of Schwab US Large-Cap Value ETF worth $3.69M as of Q2 2026.
  • Leavell Investment Management sold 2,947 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $97.1K.
  • Schwab US Large-Cap Value ETF made up 0.13% of Leavell Investment Management's portfolio in Q2 2026, its #163 holding.
  • Leavell Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Leavell Investment Management's Schwab US Large-Cap Value ETF position peaked at $7.6M in Q1 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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