Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$791,030
-$66,443 QoQ
Shares Held
8,573
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,313
of 2,303 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $13,311,389 across 3 Capital Markets names. SCHW ranks #3 (5.9% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,030 | 8,573 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $857,473 | 9,124 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,021,479 | 10,224 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,162,251 | 12,174 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,110,664 | 12,173 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $943,665 | 12,055 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $875,020 | 11,823 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $779,405 | 12,026 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $515,608 | 6,997 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $462,976 | 6,400 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $454,080 | 6,600 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,116,281 | 20,333 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,152,474 | 20,333 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $568,165 | 10,847 | Shares | Sole | 2023-04-13 | |
| No filing history on record for this holder in this stock. | ||||||