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

Broadleaf Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Buy
21,055
+1,087
+5% +$30.4K 0.12% 52
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Broadleaf Partners's SCHB Position: Q2 2026 in Review

Broadleaf Partners increased its Schwab US Broad Market ETF (SCHB) stake by 5.4% in Q2 2026, buying an estimated $30.4K and bringing the position to 21,055 shares worth $610K. The position accounts for 0.12% of the portfolio, ranked #52.

Broadleaf Partners first reported a position in SCHB in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.39M in Q4 2021. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Broadleaf Partners held 21,055 shares of Schwab US Broad Market ETF worth $610K as of Q2 2026.
  • Broadleaf Partners bought 1,087 Schwab US Broad Market ETF shares in Q2 2026, an estimated $30.4K.
  • Schwab US Broad Market ETF made up 0.12% of Broadleaf Partners's portfolio in Q2 2026, its #52 holding.
  • Broadleaf Partners first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 26 quarters since.
  • Broadleaf Partners's Schwab US Broad Market ETF position peaked at $2.39M in Q4 2021.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.