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Disclosery

Broadleaf Partners, LLC: SCHD position timeline

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

Broadleaf Partners, LLC held 8,377 SCHD 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 8,377 shares
    Change vs previous 13F +321 shares

    0.05% of the 13F portfolio, value $265,635.

    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 8,056 shares
    Change vs previous 13F -1,480 shares

    0.06% of the 13F portfolio, value $247,158.

    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 9,536 shares
    Change vs previous 13F -173,295 shares

    0.06% of the 13F portfolio, value $261,572.

    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 182,831 shares
    Change vs previous 13F +10,716 shares

    1.04% of the 13F portfolio, value $4,991,286.

    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 172,115 shares
    Change vs previous 13F -707 shares

    1% of the 13F portfolio, value $4,561,047.

    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 172,822 shares
    Change vs previous 13F +3,634 shares

    1.27% of the 13F portfolio, value $4,832,103.

    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 169,188 shares
    Change vs previous 13F +114,953 shares

    1.08% of the 13F portfolio, value $4,622,216.

    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 54,235 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,584,485.

    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).