Broadleaf Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Broadleaf Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.56M	Sell	172,115 -707	-0.4%	-$18.7K	1%	34
2025 Q1	$4.83M	Buy	172,822 +3,634	+2%	+$102K	1.27%	27
2024 Q4	$4.62M	Buy	169,188 +6,483	+4%	+$177K	1.08%	32
2024 Q3	$4.58M	Buy	162,705 +5,349	+3%	+$151K	1.08%	34
2024 Q2	$4.08M	Buy	157,356 +2,331	+2%	+$60.4K	0.99%	34
2024 Q1	$4.17M	Buy	155,025 +852	+0.6%	+$22.9K	1.07%	37
2023 Q4	$3.91M	Sell	154,173 -1,599	-1%	-$40.6K	1.15%	34
2023 Q3	$3.67M	Buy	155,772 +22,794	+17%	+$538K	1.23%	31
2023 Q2	$3.22M	Buy	132,978 +2,853	+2%	+$69.1K	1.05%	36
2023 Q1	$3.17M	Buy	130,125 +11,409	+10%	+$278K	1.13%	36
2022 Q4	$2.99M	Buy	118,716 +846	+0.7%	+$21.3K	1.18%	33
2022 Q3	$2.61M	Buy	117,870 +102	+0.1%	+$2.26K	1.09%	32
2022 Q2	$2.81M	Sell	117,768 -11,598	-9%	-$277K	1.18%	32
2022 Q1	$3.4M	Sell	129,366 -7,002	-5%	-$184K	1.13%	31
2021 Q4	$3.67M	Sell	136,368 -2,157	-2%	-$58.1K	1.13%	31
2021 Q3	$3.43M	Buy	138,525 +660	+0.5%	+$16.3K	1.13%	33
2021 Q2	$3.48M	Sell	137,865 -6,741	-5%	-$170K	1.21%	33
2021 Q1	$3.52M	Sell	144,606 -2,778	-2%	-$67.5K	1.32%	28
2020 Q4	$3.15M	Buy	147,384 +6,147	+4%	+$131K	1.24%	30
2020 Q3	$2.6M	Buy	141,237 +2,334	+2%	+$43K	1.15%	32
2020 Q2	$2.4M	Sell	138,903 -2,244	-2%	-$38.7K	1.17%	30
2020 Q1	$2.12M	Buy	141,147 +40,698	+41%	+$610K	1.36%	30
2019 Q4	$1.94M	Buy	100,449 +3,174	+3%	+$61.3K	1.06%	34
2019 Q3	$1.78M	Buy	97,275 +4,032	+4%	+$73.6K	1.11%	35
2019 Q2	$1.65M	Buy	93,243 +5,952	+7%	+$105K	1.05%	33
2019 Q1	$1.52M	Buy	87,291 +1,098	+1%	+$19.1K	1.06%	33
2018 Q4	$1.35M	Buy	86,193 +1,518	+2%	+$23.8K	1.08%	34
2018 Q3	$1.5M	Buy	84,675 +8,127	+11%	+$144K	1%	36
2018 Q2	$1.26M	Buy	76,548 +7,014	+10%	+$115K	0.92%	38
2018 Q1	$1.14M	Buy	69,534 +6,630	+11%	+$108K	0.87%	36
2017 Q4	$1.07M	Buy	+62,904	New	+$1.07M	0.89%	34