Broadleaf Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $247K | Sell |
8,056
-1,480
| -16% | -$44.9K | 0.06% | 78 |
|
|
2025
Q4 | $262K | Sell |
9,536
-173,295
| -95% | -$4.71M | 0.06% | 77 |
|
|
2025
Q3 | $4.99M | Buy |
182,831
+10,716
| +6% | +$292K | 1.04% | 32 |
|
|
2025
Q2 | $4.56M | Sell |
172,115
-707
| -0.4% | -$18.5K | 1% | 34 |
|
|
2025
Q1 | $4.83M | Buy |
172,822
+3,634
| +2% | +$101K | 1.27% | 27 |
|
|
2024
Q4 | $4.62M | Buy |
169,188
+6,483
| +4% | +$184K | 1.08% | 32 |
|
|
2024
Q3 | $4.58M | Buy |
162,705
+5,349
| +3% | +$146K | 1.08% | 34 |
|
|
2024
Q2 | $4.08M | Buy |
157,356
+2,331
| +2% | +$60.7K | 0.99% | 34 |
|
|
2024
Q1 | $4.17M | Buy |
155,025
+852
| +0.6% | +$22K | 1.07% | 37 |
|
|
2023
Q4 | $3.91M | Sell |
154,173
-1,599
| -1% | -$38.1K | 1.15% | 34 |
|
|
2023
Q3 | $3.67M | Buy |
155,772
+22,794
| +17% | +$559K | 1.23% | 31 |
|
|
2023
Q2 | $3.22M | Buy |
132,978
+2,853
| +2% | +$68.2K | 1.05% | 36 |
|
|
2023
Q1 | $3.17M | Buy |
130,125
+11,409
| +10% | +$285K | 1.13% | 36 |
|
|
2022
Q4 | $2.99M | Buy |
118,716
+846
| +0.7% | +$20.9K | 1.18% | 33 |
|
|
2022
Q3 | $2.61M | Buy |
117,870
+102
| +0.1% | +$2.48K | 1.09% | 32 |
|
|
2022
Q2 | $2.81M | Sell |
117,768
-11,598
| -9% | -$295K | 1.18% | 32 |
|
|
2022
Q1 | $3.4M | Sell |
129,366
-7,002
| -5% | -$183K | 1.13% | 31 |
|
|
2021
Q4 | $3.67M | Sell |
136,368
-2,157
| -2% | -$56K | 1.13% | 31 |
|
|
2021
Q3 | $3.43M | Buy |
138,525
+660
| +0.5% | +$16.8K | 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% | -$63.2K | 1.32% | 28 |
|
|
2020
Q4 | $3.15M | Buy |
147,384
+6,147
| +4% | +$125K | 1.24% | 30 |
|
|
2020
Q3 | $2.6M | Buy |
141,237
+2,334
| +2% | +$42.9K | 1.15% | 32 |
|
|
2020
Q2 | $2.4M | Sell |
138,903
-2,244
| -2% | -$37.9K | 1.17% | 30 |
|
|
2020
Q1 | $2.12M | Buy |
141,147
+40,698
| +41% | +$731K | 1.36% | 30 |
|
|
2019
Q4 | $1.94M | Buy |
100,449
+3,174
| +3% | +$59.5K | 1.06% | 34 |
|
|
2019
Q3 | $1.78M | Buy |
97,275
+4,032
| +4% | +$72.2K | 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% | +$18.5K | 1.06% | 33 |
|
|
2018
Q4 | $1.35M | Buy |
86,193
+1,518
| +2% | +$25.3K | 1.08% | 34 |
|
|
2018
Q3 | $1.5M | Buy |
84,675
+8,127
| +11% | +$141K | 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% | +$113K | 0.87% | 36 |
|
|
2017
Q4 | $1.07M | Buy |
+62,904
| New | +$1.03M | 0.89% | 34 |
|
Other funds holding SCHD
RIM
SLI
Broadleaf Partners's SCHD Position: Q1 2026 in Review
Broadleaf Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q1 2026, selling an estimated $44.9K and leaving 8,056 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #78.
Broadleaf Partners first reported a position in SCHD in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.99M in Q3 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Broadleaf Partners held 8,056 shares of Schwab US Dividend Equity ETF worth $247K as of Q1 2026.
- Broadleaf Partners sold 1,480 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $44.9K.
- Schwab US Dividend Equity ETF made up 0.06% of Broadleaf Partners's portfolio in Q1 2026, its #78 holding.
- Broadleaf Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 34 quarters since.
- Broadleaf Partners's Schwab US Dividend Equity ETF position peaked at $4.99M in Q3 2025.
- 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.