LEAVELL INVESTMENT MANAGEMENT, INC. SCHO Holdings History
LEAVELL INVESTMENT MANAGEMENT, INC.'s Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, LEAVELL INVESTMENT MANAGEMENT, INC. held 1.14 Mil shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $27.71 Mil. This investment constitutes 1.37% of their stock portfolio, and LEAVELL INVESTMENT MANAGEMENT, INC. now holds 0.25% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2015Q4. And since then LEAVELL INVESTMENT MANAGEMENT, INC. has made 19 purchases of SCHO, at an average price of $41.23, for a total of 2.03 Mil shares. In addition, there have been 11 sales at an average price of $50.50 for 893,681.00 shares. Based on historical transaction data and SCHO's current price of $24.24, LEAVELL INVESTMENT MANAGEMENT, INC.'s estimated gain on his SCHO holdings is $-11.05 Mil, reflecting a -13.19% gain to date.
LEAVELL INVESTMENT MANAGEMENT, INC. SCHO ($24.24) Holding Chart
LEAVELL INVESTMENT MANAGEMENT, INC. SCHO ($24.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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