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

Leavell Investment Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.3M Sell
655,172
-6,913
-1% -$197K 0.7% 25
2026
Q1 		$17M Sell
662,085
-8,586
-1% -$230K 0.7% 27
2025
Q4 		$18M Sell
670,671
-20,185
-3% -$539K 0.75% 26
2025
Q3 		$18.2M Sell
690,856
-6,890
-1% -$175K 0.77% 26
2025
Q2 		$17.1M Sell
697,746
-7,519
-1% -$170K 0.76% 28
2025
Q1 		$15.6M Buy
705,265
+2,773
+0.4% +$64.6K 0.77% 30
2024
Q4 		$16.3M Sell
702,492
-4,977
-0.7% -$116K 0.8% 27
2024
Q3 		$16M Sell
707,469
-18,132
-2% -$395K 0.8% 26
2024
Q2 		$15.6M Sell
725,601
-747
-0.1% -$15.4K 0.86% 20
2024
Q1 		$15M Sell
726,348
-8,568
-1% -$169K 0.87% 23
2023
Q4 		$13.8M Sell
734,916
-7,956
-1% -$140K 0.88% 22
2023
Q3 		$12.5M Sell
742,872
-75,714
-9% -$1.33M 0.88% 21
2023
Q2 		$14.3M Sell
818,586
-72,036
-8% -$1.19M 0.97% 18
2023
Q1 		$14.4M Sell
890,622
-6,531
-0.7% -$103K 1.02% 18
2022
Q4 		$13.5M Sell
897,153
-2,607
-0.3% -$39.5K 1.01% 21
2022
Q3 		$12.7M Buy
899,760
+7,989
+0.9% +$125K 1.01% 19
2022
Q2 		$13.3M Sell
891,771
-17,382
-2% -$282K 1.02% 19
2022
Q1 		$16.3M Buy
909,153
+10,893
+1% +$193K 1.12% 13
2021
Q4 		$17M Buy
898,260
+22,728
+3% +$420K 1.13% 13
2021
Q3 		$15.2M Buy
875,532
+23,550
+3% +$420K 1.13% 17
2021
Q2 		$13.6M Hold
851,982
– – 1.11% 20
2021
Q1 		$13.6M Sell
851,982
-9,954
-1% -$156K 1.11% 20
2020
Q4 		$13.1M Sell
861,936
-572,262
-40% -$8.19M 1.13% 19
2020
Q3 		$19.3M Sell
1,434,198
-7,860
-0.5% -$104K 1.67% 10
2020
Q2 		$17.8M Sell
1,442,058
-23,706
-2% -$276K 1.73% 10
2020
Q1 		$15M Sell
1,465,764
-12,258
-0.8% -$149K 1.73% 10
2019
Q4 		$18.9M Sell
1,478,022
-21,708
-1% -$266K 1.77% 8
2019
Q3 		$17.7M Sell
1,499,730
-6,906
-0.5% -$81.4K 1.82% 7
2019
Q2 		$17.7M Buy
1,506,636
+14,166
+0.9% +$163K 1.86% 6
2019
Q1 		$16.8M Sell
1,492,470
-3,252
-0.2% -$35.2K 1.88% 6
2018
Q4 		$14.9M Sell
1,495,722
-16,404
-1% -$176K 1.87% 8
2018
Q3 		$17.5M Sell
1,512,126
-53,862
-3% -$612K 1.89% 8
2018
Q2 		$17M Buy
1,565,988
+1,116
+0.1% +$12K 1.93% 8
2018
Q1 		$16.5M Buy
1,564,872
+78,738
+5% +$856K 1.92% 7
2017
Q4 		$15.8M Sell
1,486,134
-3,906
-0.3% -$40.5K 1.86% 6
2017
Q3 		$14.9M Buy
1,490,040
+22,860
+2% +$224K 1.84% 7
2017
Q2 		$14.1M Buy
1,467,180
+115,740
+9% +$1.1M 1.79% 8
2017
Q1 		$12.7M Sell
1,351,440
-360,942
-21% -$3.34M 1.63% 8
2016
Q4 		$15.2M Buy
1,712,382
+472,314
+38% +$4.1M 2.09% 4
2016
Q3 		$10.7M Buy
1,240,068
+15,960
+1% +$137K 1.57% 9
2016
Q2 		$10.2M Buy
1,224,108
+2,148
+0.2% +$17.7K 1.5% 9
2016
Q1 		$9.95M Sell
1,221,960
-35,958
-3% -$278K 1.49% 10
2015
Q4 		$10.2M Buy
1,257,918
+204,450
+19% +$1.67M 1.49% 9
2015
Q3 		$8.03M Sell
1,053,468
-16,530
-2% -$134K 1.27% 11
2015
Q2 		$8.79M Buy
1,069,998
+4,416
+0.4% +$37.1K 1.37% 9
2015
Q1 		$8.8M Buy
1,065,582
+75,462
+8% +$621K 1.33% 10
2014
Q4 		$8.09M Buy
990,120
+334,110
+51% +$2.67M 1.25% 11
2014
Q3 		$5.14M Buy
656,010
+48,750
+8% +$384K 0.82% 22
2014
Q2 		$4.74M Buy
607,260
+71,388
+13% +$541K 0.75% 25
2014
Q1 		$3.99M Sell
535,872
-82,920
-13% -$607K 0.67% 31
2013
Q4 		$4.55M Buy
618,792
+588,594
+1,949% +$4.15M 0.77% 30
2013
Q3 		$202K Buy
+30,198
New +$201K 0.04% 369

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Leavell Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1% in Q2 2026, selling an estimated $197K and leaving 655,172 shares worth $19.3M. The position accounts for 0.7% of the portfolio, ranked #25.

Leavell Investment Management first reported a position in SCHX in Q3 2013 and has held it in 52 quarters since. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Leavell Investment Management held 655,172 shares of Schwab US Large- Cap ETF worth $19.3M as of Q2 2026.
  • Leavell Investment Management sold 6,913 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $197K.
  • Schwab US Large- Cap ETF made up 0.7% of Leavell Investment Management's portfolio in Q2 2026, its #25 holding.
  • Leavell Investment Management first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 52 quarters since.
  • 1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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