Broadleaf Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.44M | Sell |
118,239
-6,033
| -5% | -$181K | 0.8% | 35 |
|
|
2025
Q4 | $3.54M | Buy |
124,272
+70
| +0.1% | +$1.98K | 0.75% | 37 |
|
|
2025
Q3 | $3.47M | Sell |
124,202
-6,299
| -5% | -$168K | 0.72% | 38 |
|
|
2025
Q2 | $3.3M | Buy |
130,501
+10,352
| +9% | +$245K | 0.73% | 41 |
|
|
2025
Q1 | $2.82M | Buy |
120,149
+1,517
| +1% | +$38.7K | 0.74% | 43 |
|
|
2024
Q4 | $3.07M | Sell |
118,632
-1,440
| -1% | -$38.3K | 0.72% | 37 |
|
|
2024
Q3 | $3.09M | Buy |
120,072
+158
| +0.1% | +$3.92K | 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% | +$116K | 0.75% | 40 |
|
|
2023
Q4 | $2.69M | Buy |
114,034
+542
| +0.5% | +$11.4K | 0.79% | 37 |
|
|
2023
Q3 | $2.35M | Buy |
113,492
+7,268
| +7% | +$159K | 0.78% | 35 |
|
|
2023
Q2 | $2.33M | Buy |
106,224
+2,886
| +3% | +$60.2K | 0.76% | 38 |
|
|
2023
Q1 | $2.17M | Buy |
103,338
+10,224
| +11% | +$220K | 0.77% | 38 |
|
|
2022
Q4 | $1.89M | Buy |
93,114
+154
| +0.2% | +$3.16K | 0.74% | 37 |
|
|
2022
Q3 | $1.76M | Sell |
92,960
-684
| -0.7% | -$14.3K | 0.73% | 36 |
|
|
2022
Q2 | $1.83M | Sell |
93,644
-3,102
| -3% | -$66.3K | 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% | -$10.7K | 0.72% | 35 |
|
|
2021
Q3 | $2.32M | Buy |
92,636
+1,232
| +1% | +$31.3K | 0.77% | 37 |
|
|
2021
Q2 | $2.38M | Sell |
91,404
-1,712
| -2% | -$43.8K | 0.83% | 38 |
|
|
2021
Q1 | $2.32M | Sell |
93,116
-2,788
| -3% | -$68.6K | 0.87% | 34 |
|
|
2020
Q4 | $2.13M | Buy |
95,904
+368
| +0.4% | +$7.33K | 0.84% | 35 |
|
|
2020
Q3 | $1.63M | Buy |
95,536
+1,640
| +2% | +$28.2K | 0.72% | 38 |
|
|
2020
Q2 | $1.53M | Sell |
93,896
-1,844
| -2% | -$27.6K | 0.75% | 38 |
|
|
2020
Q1 | $1.23M | Buy |
95,740
+3,016
| +3% | +$51.3K | 0.79% | 36 |
|
|
2019
Q4 | $1.75M | Buy |
92,724
+4,828
| +5% | +$87.4K | 0.96% | 36 |
|
|
2019
Q3 | $1.53M | Buy |
87,896
+6,460
| +8% | +$114K | 0.96% | 36 |
|
|
2019
Q2 | $1.46M | Buy |
81,436
+5,896
| +8% | +$104K | 0.93% | 34 |
|
|
2019
Q1 | $1.32M | Buy |
75,540
+1,664
| +2% | +$28.5K | 0.92% | 34 |
|
|
2018
Q4 | $1.12M | Buy |
73,876
+1,440
| +2% | +$24.3K | 0.9% | 35 |
|
|
2018
Q3 | $1.38M | Buy |
72,436
+2,464
| +4% | +$47K | 0.93% | 38 |
|
|
2018
Q2 | $1.29M | Buy |
69,972
+3,312
| +5% | +$59.9K | 0.94% | 37 |
|
|
2018
Q1 | $1.15M | Buy |
66,660
+8,932
| +15% | +$157K | 0.89% | 35 |
|
|
2017
Q4 | $1.01M | Buy |
+57,728
| New | +$988K | 0.84% | 35 |
|
Other funds holding SCHA
AA
Broadleaf Partners's SCHA Position: Q1 2026 in Review
Broadleaf Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.9% in Q1 2026, selling an estimated $181K and leaving 118,239 shares worth $3.44M. The position accounts for 0.8% of the portfolio, ranked #35.
Broadleaf Partners first reported a position in SCHA in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.54M in Q4 2025. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- Broadleaf Partners held 118,239 shares of Schwab U.S Small- Cap ETF worth $3.44M as of Q1 2026.
- Broadleaf Partners sold 6,033 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $181K.
- Schwab U.S Small- Cap ETF made up 0.8% of Broadleaf Partners's portfolio in Q1 2026, its #35 holding.
- Broadleaf Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Broadleaf Partners's Schwab U.S Small- Cap ETF position peaked at $3.54M in Q4 2025.
- 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.