Broadleaf Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Buy |
230,526
+11,309
| +5% | +$317K | 1.42% | 28 |
|
|
2025
Q1 | $5.74M | Sell |
219,217
-767
| -0.3% | -$20.1K | 1.5% | 23 |
|
|
2024
Q4 | $6.1M | Buy |
219,984
+1,806
| +0.8% | +$50K | 1.42% | 27 |
|
|
2024
Q3 | $6.04M | Buy |
218,178
+6,891
| +3% | +$191K | 1.43% | 27 |
|
|
2024
Q2 | $5.48M | Sell |
211,287
-2,544
| -1% | -$66K | 1.33% | 29 |
|
|
2024
Q1 | $5.8M | Buy |
213,831
+4,326
| +2% | +$117K | 1.49% | 30 |
|
|
2023
Q4 | $5.26M | Sell |
209,505
-1,068
| -0.5% | -$26.8K | 1.54% | 29 |
|
|
2023
Q3 | $4.75M | Buy |
210,573
+15,324
| +8% | +$346K | 1.59% | 28 |
|
|
2023
Q2 | $4.62M | Buy |
195,249
+4,887
| +3% | +$116K | 1.51% | 30 |
|
|
2023
Q1 | $4.31M | Buy |
190,362
+18,387
| +11% | +$416K | 1.54% | 31 |
|
|
2022
Q4 | $3.76M | Buy |
171,975
+582
| +0.3% | +$12.7K | 1.48% | 31 |
|
|
2022
Q3 | $3.46M | Sell |
171,393
-780
| -0.5% | -$15.7K | 1.44% | 31 |
|
|
2022
Q2 | $3.6M | Sell |
172,173
-4,698
| -3% | -$98.2K | 1.51% | 29 |
|
|
2022
Q1 | $4.47M | Sell |
176,871
-36,462
| -17% | -$922K | 1.49% | 29 |
|
|
2021
Q4 | $5.72M | Sell |
213,333
-2,562
| -1% | -$68.7K | 1.76% | 26 |
|
|
2021
Q3 | $5.52M | Buy |
215,895
+2,538
| +1% | +$64.9K | 1.83% | 24 |
|
|
2021
Q2 | $5.57M | Sell |
213,357
-1,146
| -0.5% | -$29.9K | 1.93% | 20 |
|
|
2021
Q1 | $5.32M | Sell |
214,503
-3,426
| -2% | -$85K | 2% | 21 |
|
|
2020
Q4 | $4.95M | Buy |
217,929
+2,343
| +1% | +$53.3K | 1.96% | 22 |
|
|
2020
Q3 | $3.99M | Buy |
215,586
+4,101
| +2% | +$75.8K | 1.76% | 23 |
|
|
2020
Q2 | $3.71M | Sell |
211,485
-3,300
| -2% | -$57.9K | 1.82% | 21 |
|
|
2020
Q1 | $3.02M | Buy |
214,785
+6,201
| +3% | +$87.1K | 1.95% | 21 |
|
|
2019
Q4 | $4.18M | Buy |
208,584
+8,595
| +4% | +$172K | 2.29% | 17 |
|
|
2019
Q3 | $3.77M | Buy |
199,989
+10,011
| +5% | +$189K | 2.36% | 20 |
|
|
2019
Q2 | $3.62M | Buy |
189,978
+11,958
| +7% | +$228K | 2.31% | 20 |
|
|
2019
Q1 | $3.29M | Buy |
178,020
+2,859
| +2% | +$52.8K | 2.29% | 22 |
|
|
2018
Q4 | $2.8M | Buy |
175,161
+4,875
| +3% | +$77.9K | 2.24% | 23 |
|
|
2018
Q3 | $3.28M | Buy |
170,286
+7,248
| +4% | +$140K | 2.2% | 19 |
|
|
2018
Q2 | $2.98M | Buy |
163,038
+11,205
| +7% | +$205K | 2.19% | 19 |
|
|
2018
Q1 | $2.68M | Buy |
151,833
+26,670
| +21% | +$470K | 2.06% | 23 |
|
|
2017
Q4 | $2.22M | Buy |
+125,163
| New | +$2.22M | 1.85% | 26 |
|