Broadleaf Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Broadleaf Partners, LLC

  • $451 Million
  • Q3 2025

A detailed history of Broadleaf Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Broadleaf Partners, LLC holds 225,077 shares of SCHM stock, worth $6.56 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
225,077
Previous 230,526 2.36%
Holding current value
$6.56 Million
Previous $6.47 Million 3.17%
% of portfolio
1.48%
Previous 1.5%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$28.15 - $30.13 $153,389 - $164,178
-5,449 Reduced 2.36%
225,077 $6.67 Million
Q2 2025

Aug 14, 2025
BUY
$22.92 - $28.05 $259,202 - $317,217
11,309 Added 5.16%
230,526 $6.47 Million
Q1 2025

May 14, 2025
SELL
$25.58 - $29.24 $19,619 - $22,427
-767 Reduced 0.35%
219,217 $5.74 Million
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $4.06 Million - $12.2 Million
147,258 Added 202.48%
219,984 $6.1 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $173,354 - $191,064
2,297 Added 3.26%
72,726 $6.04 Million
Q2 2024

Aug 12, 2024
SELL
$75.69 - $81.19 $64,185 - $68,849
-848 Reduced 1.19%
70,429 $5.48 Million
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $105,107 - $117,422
1,442 Added 2.06%
71,277 $5.8 Million
Q4 2023

Feb 13, 2024
SELL
$63.01 - $75.95 $22,431 - $27,038
-356 Reduced 0.51%
69,835 $5.26 Million
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $340,959 - $377,889
5,108 Added 7.85%
70,191 $4.75 Million
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $106,357 - $115,707
1,629 Added 2.57%
65,083 $4.62 Million
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $393,726 - $452,933
6,129 Added 10.69%
63,454 $4.31 Million
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $11,843 - $13,568
194 Added 0.34%
57,325 $3.76 Million
Q3 2022

Nov 08, 2022
SELL
$60.5 - $72.51 $15,730 - $18,852
-260 Reduced 0.45%
57,131 $3.46 Million
Q2 2022

Aug 09, 2022
SELL
$60.91 - $76.4 $95,385 - $119,642
-1,566 Reduced 2.66%
57,391 $3.6 Million
Q1 2022

May 11, 2022
SELL
$70.66 - $80.89 $858,801 - $983,137
-12,154 Reduced 17.09%
58,957 $4.47 Million
Q4 2021

Feb 09, 2022
SELL
$76.01 - $83.39 $64,912 - $71,215
-854 Reduced 1.19%
71,111 $5.72 Million
Q3 2021

Nov 09, 2021
BUY
$74.65 - $80.95 $63,153 - $68,483
846 Added 1.19%
71,965 $5.52 Million
Q2 2021

Jul 15, 2021
SELL
$74.64 - $79.12 $28,512 - $30,223
-382 Reduced 0.53%
71,119 $5.57 Million
Q1 2021

Apr 23, 2021
SELL
$67.07 - $76.85 $76,593 - $87,762
-1,142 Reduced 1.57%
71,501 $5.32 Million
Q4 2020

Feb 24, 2021
BUY
$55.93 - $68.45 $43,681 - $53,459
781 Added 1.09%
72,643 $4.95 Million
Q3 2020

Oct 23, 2020
BUY
$51.99 - $58.83 $71,070 - $80,420
1,367 Added 1.94%
71,862 $3.99 Million
Q2 2020

Aug 04, 2020
SELL
$39.01 - $57.03 $42,911 - $62,733
-1,100 Reduced 1.54%
70,495 $3.71 Million
Q1 2020

May 05, 2020
BUY
$35.83 - $62.24 $74,060 - $128,650
2,067 Added 2.97%
71,595 $3.02 Million
Q4 2019

Jan 31, 2020
BUY
$54.56 - $60.24 $156,314 - $172,587
2,865 Added 4.3%
69,528 $4.18 Million
Q3 2019

Oct 21, 2019
BUY
$56.23 - $57.59 $187,639 - $192,177
3,337 Added 5.27%
66,663 $3.77 Million
Q2 2019

Jul 19, 2019
BUY
N/A
3,986 Added 6.72%
63,326 $3.62 Million
Q1 2019

Apr 10, 2019
BUY
N/A
59 Added 0.1%
59,340 $3.29 Million
Q1 2019

Apr 09, 2019
BUY
N/A
894 Added 1.53%
59,281 $3.29 Million
Q4 2018

Jan 15, 2019
BUY
N/A
1,625 Added 2.86%
58,387 $2.8 Million
Q3 2018

Oct 12, 2018
BUY
N/A
2,416 Added 4.45%
56,762 $3.28 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-54,346 Reduced 50.0%
54,346 $2.98 Million
Q2 2018

Jul 17, 2018
BUY
N/A
58,081 Added 114.76%
108,692 $5.97 Million
Q1 2018

Apr 20, 2018
BUY
N/A
8,890 Added 21.31%
50,611 $2.68 Million
Q4 2017

Jan 12, 2018
BUY
N/A
41,721
41,721 $2.22 Million

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Broadleaf Partners, LLC Portfolio

Follow Broadleaf Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Broadleaf Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Broadleaf Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email