Broadleaf Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$501K	Sell	19,968 -4,209	-17%	-$110K	0.12%	56
2025 Q4	$634K	Buy	24,177 +354	+1%	+$9.21K	0.13%	52
2025 Q3	$612K	Sell	23,823 -222	-0.9%	-$5.5K	0.13%	50
2025 Q2	$573K	Buy	24,045 +26	+0.1%	+$573	0.13%	53
2025 Q1	$517K	Buy	24,019 +511	+2%	+$11.6K	0.14%	57
2024 Q4	$534K	Buy	23,508 +36	+0.2%	+$822	0.12%	54
2024 Q3	$520K	Buy	23,472 +45	+0.2%	+$961	0.12%	55
2024 Q2	$491K	Buy	23,427 +681	+3%	+$13.8K	0.12%	52
2024 Q1	$463K	Buy	22,746 +267	+1%	+$5.17K	0.12%	56
2023 Q4	$417K	Buy	22,479 +1,131	+5%	+$19.5K	0.12%	58
2023 Q3	$355K	Buy	21,348 +30	+0.1%	+$519	0.12%	54
2023 Q2	$367K	Hold	21,318	–	–	0.12%	54
2023 Q1	$340K	Sell	21,318 -105,024	-83%	-$1.64M	0.12%	59
2022 Q4	$1.89M	Buy	126,342 +918	+0.7%	+$13.8K	0.74%	36
2022 Q3	$1.76M	Sell	125,424 -507	-0.4%	-$7.89K	0.73%	37
2022 Q2	$1.85M	Sell	125,931 -1,947	-2%	-$31.2K	0.78%	34
2022 Q1	$2.28M	Buy	127,878 +1,086	+0.9%	+$19.1K	0.76%	37
2021 Q4	$2.39M	Buy	126,792 +106,572	+527%	+$1.96M	0.73%	34
2021 Q3	$350K	Sell	20,220 -4,140	-17%	-$73.6K	0.12%	58
2021 Q2	$423K	Buy	24,360 +1,770	+8%	+$30K	0.15%	57
2021 Q1	$364K	Buy	22,590 +486	+2%	+$7.66K	0.14%	57
2020 Q4	$335K	Buy	22,104 +54	+0.2%	+$769	0.13%	55
2020 Q3	$293K	Buy	22,050 +402	+2%	+$5.29K	0.13%	55
2020 Q2	$265K	Buy	21,648 +684	+3%	+$7.88K	0.13%	55
2020 Q1	$211K	Buy	+20,964	New	+$254K	0.14%	55

Other funds holding SCHB