Broadleaf Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Broadleaf Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.3M	Buy	130,501 +10,352	+9%	+$262K	0.73%	41
2025 Q1	$2.82M	Buy	120,149 +1,517	+1%	+$35.5K	0.74%	43
2024 Q4	$3.07M	Sell	118,632 -1,440	-1%	-$37.2K	0.72%	37
2024 Q3	$3.09M	Buy	120,072 +158	+0.1%	+$4.07K	0.73%	39
2024 Q2	$2.84M	Buy	119,914 +936	+0.8%	+$22.2K	0.69%	36
2024 Q1	$2.93M	Buy	118,978 +4,944	+4%	+$122K	0.75%	40
2023 Q4	$2.69M	Buy	114,034 +542	+0.5%	+$12.8K	0.79%	37
2023 Q3	$2.35M	Buy	113,492 +7,268	+7%	+$151K	0.78%	35
2023 Q2	$2.33M	Buy	106,224 +2,886	+3%	+$63.2K	0.76%	38
2023 Q1	$2.17M	Buy	103,338 +10,224	+11%	+$214K	0.77%	38
2022 Q4	$1.89M	Buy	93,114 +154	+0.2%	+$3.12K	0.74%	37
2022 Q3	$1.76M	Sell	92,960 -684	-0.7%	-$12.9K	0.73%	36
2022 Q2	$1.83M	Sell	93,644 -3,102	-3%	-$60.5K	0.76%	35
2022 Q1	$2.29M	Buy	96,746 +4,522	+5%	+$107K	0.76%	36
2021 Q4	$2.36M	Sell	92,224 -412	-0.4%	-$10.5K	0.72%	35
2021 Q3	$2.32M	Buy	92,636 +1,232	+1%	+$30.8K	0.77%	37
2021 Q2	$2.38M	Sell	91,404 -1,712	-2%	-$44.6K	0.83%	38
2021 Q1	$2.32M	Sell	93,116 -2,788	-3%	-$69.5K	0.87%	34
2020 Q4	$2.13M	Buy	95,904 +368	+0.4%	+$8.19K	0.84%	35
2020 Q3	$1.63M	Buy	95,536 +1,640	+2%	+$28K	0.72%	38
2020 Q2	$1.53M	Sell	93,896 -1,844	-2%	-$30.1K	0.75%	38
2020 Q1	$1.23M	Buy	95,740 +3,016	+3%	+$38.8K	0.79%	36
2019 Q4	$1.75M	Buy	92,724 +4,828	+5%	+$91.3K	0.96%	36
2019 Q3	$1.53M	Buy	87,896 +6,460	+8%	+$113K	0.96%	36
2019 Q2	$1.46M	Buy	81,436 +5,896	+8%	+$105K	0.93%	34
2019 Q1	$1.32M	Buy	75,540 +1,664	+2%	+$29.1K	0.92%	34
2018 Q4	$1.12M	Buy	73,876 +1,440	+2%	+$21.9K	0.9%	35
2018 Q3	$1.38M	Buy	72,436 +2,464	+4%	+$46.9K	0.93%	38
2018 Q2	$1.29M	Buy	69,972 +3,312	+5%	+$60.9K	0.94%	37
2018 Q1	$1.15M	Buy	66,660 +8,932	+15%	+$154K	0.89%	35
2017 Q4	$1.01M	Buy	+57,728	New	+$1.01M	0.84%	35