Broadleaf Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
24,045
+26
| +0.1% | +$620 | 0.13% | 53 |
|
|
2025
Q1 | $517K | Buy |
24,019
+511
| +2% | +$11K | 0.14% | 57 |
|
|
2024
Q4 | $534K | Buy |
23,508
+36
| +0.2% | +$817 | 0.12% | 54 |
|
|
2024
Q3 | $520K | Buy |
23,472
+45
| +0.2% | +$998 | 0.12% | 55 |
|
|
2024
Q2 | $491K | Buy |
23,427
+681
| +3% | +$14.3K | 0.12% | 52 |
|
|
2024
Q1 | $463K | Buy |
22,746
+267
| +1% | +$5.43K | 0.12% | 56 |
|
|
2023
Q4 | $417K | Buy |
22,479
+1,131
| +5% | +$21K | 0.12% | 58 |
|
|
2023
Q3 | $355K | Buy |
21,348
+30
| +0.1% | +$499 | 0.12% | 54 |
|
|
2023
Q2 | $367K | Hold |
21,318
| – | – | 0.12% | 54 |
|
|
2023
Q1 | $340K | Sell |
21,318
-105,024
| -83% | -$1.68M | 0.12% | 59 |
|
|
2022
Q4 | $1.89M | Buy |
126,342
+918
| +0.7% | +$13.7K | 0.74% | 36 |
|
|
2022
Q3 | $1.76M | Sell |
125,424
-507
| -0.4% | -$7.1K | 0.73% | 37 |
|
|
2022
Q2 | $1.86M | Sell |
125,931
-1,947
| -2% | -$28.7K | 0.78% | 34 |
|
|
2022
Q1 | $2.28M | Buy |
127,878
+1,086
| +0.9% | +$19.3K | 0.76% | 37 |
|
|
2021
Q4 | $2.39M | Buy |
126,792
+106,572
| +527% | +$2.01M | 0.73% | 34 |
|
|
2021
Q3 | $350K | Sell |
20,220
-4,140
| -17% | -$71.7K | 0.12% | 58 |
|
|
2021
Q2 | $423K | Buy |
24,360
+1,770
| +8% | +$30.7K | 0.15% | 57 |
|
|
2021
Q1 | $364K | Buy |
22,590
+486
| +2% | +$7.83K | 0.14% | 57 |
|
|
2020
Q4 | $335K | Buy |
22,104
+54
| +0.2% | +$818 | 0.13% | 55 |
|
|
2020
Q3 | $293K | Buy |
22,050
+402
| +2% | +$5.34K | 0.13% | 55 |
|
|
2020
Q2 | $265K | Buy |
21,648
+684
| +3% | +$8.37K | 0.13% | 55 |
|
|
2020
Q1 | $211K | Buy |
+20,964
| New | +$211K | 0.14% | 55 |
|