Leavell Investment Management, Inc. Schwab Intermediate Term Us Tr Transaction History

Leavell Investment Management, Inc.

$2.01 Billion
Q4 2024

A detailed history of Leavell Investment Management, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 30,302 shares of SCHR stock, worth $739,065. This represents 0.04% of its overall portfolio holdings.

Number of Shares

30,302

Previous 22,413 35.2%

Holding current value

$739,065

Previous $1.13 Million 35.1%

% of portfolio

0.04%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$24.19 - $50.58 $190,834 - $399,025	7,889 Added 35.2%	30,302 $736,000
Q3 2024 Nov 01, 2024	BUY	$48.4 - $50.91 $745,021 - $783,657	15,393 Added 219.27%	22,413 $1.13 Million
Q2 2024 Jul 17, 2024	SELL	$47.85 - $49.0 $47,850 - $49,000	-1,000 Reduced 12.47%	7,020 $342,000
Q1 2024 Apr 24, 2024	SELL	$48.64 - $49.88 $9,728 - $9,976	-200 Reduced 2.43%	8,020 $393,000
Q3 2023 Oct 16, 2023	BUY	$47.78 - $49.59 $21,501 - $22,315	450 Added 5.79%	8,220 $394,000
Q2 2023 Jul 19, 2023	BUY	$49.25 - $50.96 $14,775 - $15,288	300 Added 4.02%	7,770 $383,000
Q1 2023 Apr 13, 2023	BUY	$48.55 - $50.78 $362,668 - $379,326	7,470 New	7,470 $376,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

198M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

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Leavell Investment Management, Inc. Schwab Intermediate Term Us Tr Transaction History