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Disclosery

Broadleaf Partners, LLC: SCHG position timeline

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

Broadleaf Partners, LLC held 324,195 SCHG 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 324,195 shares
    Change vs previous 13F +10,052 shares

    2.12% of the 13F portfolio, value $10,970,759.

    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 314,143 shares
    Change vs previous 13F -96,162 shares

    2.13% of the 13F portfolio, value $9,150,986.

    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 410,305 shares
    Change vs previous 13F -192 shares

    2.82% of the 13F portfolio, value $13,384,149.

    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 410,497 shares
    Change vs previous 13F -67,961 shares

    2.73% of the 13F portfolio, value $13,098,959.

    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 478,458 shares
    Change vs previous 13F +39,623 shares

    3.08% of the 13F portfolio, value $13,975,758.

    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 438,835 shares
    Change vs previous 13F -11,484 shares

    2.88% of the 13F portfolio, value $10,988,422.

    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 450,319 shares
    Change vs previous 13F +341,383 shares

    2.93% of the 13F portfolio, value $12,550,384.

    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 108,936 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $11,348,927.

    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).