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Broadleaf Partners, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadleaf Partners, LLC on SCHA, newest first. How the timeline and the estimate are built.

Broadleaf Partners, LLC held 119,969 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,969 shares
    Change vs previous 13F +1,730 shares

    0.84% of the 13F portfolio, value $4,334,480.

    13F-HR 0001193125-26-347796 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,239 shares
    Change vs previous 13F -6,033 shares

    0.8% of the 13F portfolio, value $3,438,390.

    13F-HR 0001193125-26-223013 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,272 shares
    Change vs previous 13F +70 shares

    0.75% of the 13F portfolio, value $3,539,267.

    13F-HR 0001193125-26-049981 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 124,202 shares
    Change vs previous 13F -6,299 shares

    0.72% of the 13F portfolio, value $3,465,236.

    13F-HR 0001193125-25-280140 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 130,501 shares
    Change vs previous 13F +10,352 shares

    0.73% of the 13F portfolio, value $3,301,675.

    13F-HR 0000950123-25-008072 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 120,149 shares
    Change vs previous 13F +1,517 shares

    0.74% of the 13F portfolio, value $2,815,091.

    13F-HR 0000950123-25-005173 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 118,632 shares
    Change vs previous 13F +58,596 shares

    0.72% of the 13F portfolio, value $3,067,824.

    13F-HR 0000950123-25-001974 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,036 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,091,854.

    13F-HR 0000950123-24-010949 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).