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Disclosery

Broadleaf Partners, LLC: SCHM position timeline

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

Broadleaf Partners, LLC held 226,927 SCHM 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 226,927 shares
    Change vs previous 13F +4,419 shares

    1.62% of the 13F portfolio, value $8,366,798.

    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 222,508 shares
    Change vs previous 13F -4,813 shares

    1.61% of the 13F portfolio, value $6,888,848.

    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 227,321 shares
    Change vs previous 13F +2,244 shares

    1.44% of the 13F portfolio, value $6,835,542.

    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 225,077 shares
    Change vs previous 13F -5,449 shares

    1.39% of the 13F portfolio, value $6,671,282.

    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 230,526 shares
    Change vs previous 13F +11,309 shares

    1.42% of the 13F portfolio, value $6,466,254.

    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 219,217 shares
    Change vs previous 13F -767 shares

    1.5% of the 13F portfolio, value $5,743,485.

    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 219,984 shares
    Change vs previous 13F +147,258 shares

    1.42% of the 13F portfolio, value $6,095,757.

    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 72,726 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $6,042,803.

    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).